Client onboarding hub
Give a new client one page showing what onboarding still needs from them, who to ask and what happens once they provide it.
- Industry
- Agencies
- Team
- Client services
- Use case
- Client onboarding, Client portals
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (c-kickoff) · Requires sign-in
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Client onboarding and access tracker
Database · Embedded view: Client action list (Onboarding items dashboard) · Requires sign-in
Overview
What this template supports
A client-facing onboarding hub for a RevOps and CRM agency starting a build. It shows onboarding progress, embeds the client action list from the onboarding tracker, summarizes the client's open items with dates, explains a blocked item and its consequence, introduces the team, explains why each access level is requested and how an item moves to verified, and answers common questions, with a kickoff block from the Dashboards app. An item is verified only after the agency tests the access or data itself.
- Onboarding stats row
- Start-here progress steps
- Embedded client action list database view
- Open items table with required-by dates
- Blocked item callout
- Team contacts and access explanation
- Item lifecycle and common questions
How to use this template
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Filter the list to one client
Switch the embedded action list to a saved view for the client before sharing.
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List open items
Summarize the client's requested and waiting items with their required-by dates.
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Confirm contacts and access notes
Name the onboarding and launch leads and the client sponsor, and adjust the access explanation if needed.
Frequently asked questions
What does Client onboarding hub help me do?
Give a new client one page showing what onboarding still needs from them, who to ask and what happens once they provide it.
What is included in this template?
It includes Onboarding stats row, Start-here progress steps, Embedded client action list database view and Open items table with required-by dates.
Who is this template designed for?
It is designed for Client services teams working in Agencies.
What should I review before using this template?
Switch the embedded action list to a saved view for the client before sharing. Summarize the client's requested and waiting items with their required-by dates.
Why does the agency ask for admin access?
Only when it must configure a system itself; every access grant is logged on the page and can be revoked by the client.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.