First, you need the right tools. Managing projects — whether simple or complex or somewhere in between — is detail-heavy work. Trying to track those details manually (or even in a Microsoft Excel spreadsheet) is a recipe for trouble. Even if those methods aren’t outright failing, they’...
Excel | Google Sheets Onboarding Plan Template Set up a comprehensive new hire onboarding plan with this onboarding plan template. Designed to help new employees successfully integrate with your company, the template includes a process monitor/mentor column to designate who’s responsible for each ...
And when used for client onboarding, you’ll utilize your client intake form to delve further into your client’s wants and goals, as well as gather necessary materials before you start their work. Step 3: Ask the right questions This section is important as it’s a reflection on your pr...
1. Schedule an Onboarding Meeting If possible, hold a client onboarding meeting with a new client in-person. This can be a great opportunity to get to know one another better and establish a trusting relationship. If face-to-face isn’t an option,set up a virtual meetingwell ahead of t...
Project tracker template with spreadsheets Client onboarding templates Pros A secure and reliable solution Transparent roadmap Multiple mobile apps Fantastic customer support Cons Requires training Scheduling feature needs improving Price Teamwork is available for free and in three paid plans: Deliver: $...
Excel | Microsoft Word | Adobe PDF | Smartsheet Use this simple client intake form to capture valuable information during the client intake process. This general intake form accommodates a wide range of business purposes; use it for single client intake or as a template to record multiple clien...
Onboarding process for developers How to start If you are not interested in developing software, but want to use the API in Excel, visit the README for that example project. Otherwise, continue reading and contact Binck with the announcement you want to develop an application using the API. ...
Download this free client intake form template for Word to ensure all essential information is collected from potential customers.
Don't just settle for basic, one-size-fits-all reports! Personalize your reports to make them stand out and truly valuable to your clients. Start by creating a general reporting template for primary performance data and customize it based on each client's business goals. ...
Our clients love their customized reports on data based on what they are most interested in understanding for their specific business. We start with a template for our new clients, and during their onboarding, we ask what their top KPIs are. We make sure to include those on the first page...