Free Resource
Client onboarding pipeline template
A clean onboarding pipeline model to reduce handoff confusion and time-to-value.
Operations / CRM
Audience: Implementation and customer success teams
Read time: 7 min
What To Implement
- Pre-kickoff readiness checklist
- Role-based stage ownership map
- Approval and document checkpoints
- Go-live and post-launch handoff flow
Use Cases
- Agency onboarding
- Consulting delivery
- Managed service activation
Next Step
Need this set up in your business?
We can map your exact process and build a working prototype around your workflow, owners, deadlines, and reporting needs.