Client Onboarding

Use this client onboarding process template to define all the necessary steps which will help you keep track of client information, strategy & documentation.
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Once you've successfully closed a new client for your agency, you'll need the right approach to prepare everything for the kick-off stage and start bringing results to your clients.


With Infinity's Client onboarding template, you'll have each step of your Client Onboarding Process defined by phases, which clearly define the steps necessary to fulfill the beginning of your cooperation with the client.


Input your client information, upload necessary documentation, create a strategy, define account management, establish communication flow and never worry about missing a single detail about the quality of service you're providing.

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