Client Onboarding Template for Trello



Nothing is more painful than signing a new client to your service, only for it to take forever to get the project going. With a dedicated onboarding process, though, that shouldn’t be a problem.

With this client onboarding template for Trello, I’ve detailed all the key steps needed to collect critical details and files from clients and get you moving on the job. The sooner you get this tedious admin work out of the way (and the better organized you are while doing it), the sooner you can start getting paid!

Note: This template is free because Trello doesn’t have a simple import/export function the way other platforms do. I don’t want Trello users to miss out on this template, so this one is on the house!

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