It’s always an exciting day when you bring on a new client! But don’t let that excitement overshadow the stuff that needs to get done in order to make this a seamless transition for both you and your client.
For all of you Asana users out there, this client onboarding template is for you.
With this template uploaded to your Asana account, you’ll never forget to collect essential information or files from clients. It also comes with tasks that remind you to set up essential workflows and documentation before your project gets seriously underway.