Onboarding Checklist Template for Google Sheets
- Regular price
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$7.00 - Regular price
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- Sale price
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$7.00
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Easily track and organize client onboarding progress with this client onboarding checklist template!
This Google Sheets client onboarding template will help you to keep track of all essential client information and their onboarding progress! Modify the spreadsheet to fit your needs, check off boxes as steps are complete, watch automations and progress bars automatically update, and sort and filter as needed! If you need to track onboarding for client management or business management, this spreadsheet may be great for you!
WHAT YOU CAN DO
+ Easily track client onboarding and progress in one, organized spreadsheet! Check off boxes as they are completed and the percents will update!
+ Track important client information such as contracts and payment methods!
+ Modify to fit your needs! You can add as many or as few onboarding columns as you need, and the automations will adjust to fit it!
+ Equipped with fully automated progress bars for each client
+ Access the spreadsheet anywhere via Google Drive / Google Sheets.
Spreadsheet is for Google Sheets ONLY. This is a digital product. No physical item will be shipped. You will receive access to the product immediately after purchase.
What you will receive
With your purchase you will receive a delivery PDF with the link to your spreadsheet and detailed instructions on your spreadsheet on how to use it.
Pages Included
Frequently Asked Questions
Does this spreadsheet work with Excel?
No, these spreadsheets are for Google Sheets only. To use them, you only need a free Google account set up.
Is this a one-time purchase?
Yes! All of our products are a one-time purchase. You get unlimited access after purchasing!
What currency is the spreadsheet in?
All of our spreadsheets can be used with any currency! Currency customization instructions are included in the spreadsheets.
Who can use this spreadsheet?
Anyone with a (free) Google account can use this spreadsheet!
Can these spreadsheets be used on mobile and tablet devices?
Yes! We highly recommend using the free Google Sheets app to avoid formatting issues. However, we believe that the best experience is computers and laptops.
Can you reuse this spreadsheet?
Yes! There are detailed instructions inside on how to reuse this spreadsheet. Once you purchase, you have unlimited access to use and reuse the spreadsheet.
Do you accept refunds?
This is on a case-by-case basis. If you have any concerns after making a purchase, please reach out to us and we will work with you to find the right solution!
Can I use this spreadsheet to create my own product?
No, a purchase of this spreadsheet is for personal use only. Commercial/public use of any kind of this product is prohibited. You may NOT resell, share, reproduce, or distribute this product at all – either in part or full, or with or without modifications.
Please reach out to us with any other questions regarding our spreadsheets.
Access Instructions
After making a purchase, you will be given delivery PDFs that contain the links to access your spreadsheets. Once you click the links inside, you will be prompted to make a copy of your spreadsheets to your Google account. Then they are yours to use!
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1. Purchase
We have over 30 different products in our shop to suit your needs from business to gardening to holidays!
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2. Access
Since our products are digital, you will receive immediate access to them after purchase!
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3. Use
Now you can use your spreadsheet! We include detailed instructions on how to use each spreadsheet.
What Customers Have Said
Customer, Travel Agent PlannerLove the spreadsheet - I've been looking for a simple and compelling way to keep track of my travel clients. So glad I found PalmAndGraceDesigns!
Cassie, Content CalendarThese spreadsheets are so well designed, organized, and easy to use! So happy with the purchase and will be buying more from here!
Jennifer, Content CalendarThis is a life saver! Or rather, saves so much time for a social media newbie like me. It breaks out the structure of a post and gives plenty of options for continued use. Thanks!
Raven, Cruise PlannerThis spreadsheet is super easy to use and customizable to my needs. It's helping me keep everything straight while planning my first cruise vacation.
Kristy, Content CalendarI have tried several social planners but this is absolutely EXCEPTIONAL! Thank you SO MUCH for removing a significant amount of pain from my daily life. ;)
Renée, Party PlannerI only wish I had found this earlier! It was so easy to download and use.
Gabrielle, TikTok Content PlannerLOVE the layout of the planner!! Helps me keep track of all of my ideas & goals for my account. Easy to use, 10/10!!
Angel, Bakery Business PlannerBought this spreadsheet for my daughters business. We both love it! It’s been amazing for her business!
Customer, To Do ListThis is a super easy "TO DO" list which will keep me on schedule during this busy holiday season... and beyond. (And it's pretty to look at too!) Leah is a wiz at these templates. I highly recommend her shop.