Client Onboarding Template for Asana
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.
Pro tip: Start and finish every project strong by using this template along with the client offboarding template for Asana.
Recession-Proof Your Business
All of the templates, ebooks, calculators, and other resources in this store are available in my Freelancer Toolkit. Yeah, yeah, it’s a bit of a misnomer as really any small business owner, entrepreneur, or solopreneur can use it.
Regardless, the toolkit is available for $15 and it comes with every resource in this shop PLUS video courses and tutorials to help you level up your online marketing efforts.