Client Onboarding Templates

Client onboarding templates help you collect essential information quickly, reduce errors, and ensure a smooth client experience. If you're still managing onboarding manually, it's time to automate with Theoflow.

Client Onboarding Template

Here’s a simple template to guide your onboarding process:

1. Client Information

   • Full Name

   • Business Name

   • Website URL

   • Primary Contact Information

2. Project Details

   • Marketing Goals

   • Key Performance Indicators (KPIs)

   • Target Audience

3. Branding & Creative Assets

   • Logo Upload

   • Brand Guidelines

   • Social Media Accounts

4. Access & Permissions

   • Google Ads Login

   • Social Media Account Access

   • Analytics Permissions

5. Contracts & Payments

   • Signed Agreement

   • Payment Information

   • Retainer Setup

6. Communication Preferences

   • Preferred Communication Channel

   • Reporting Frequency

   • Team Introductions

How Theoflow Automates Client Onboarding Templates

With Theoflow, you can automate the entire onboarding process:

✅ Branded Client Portal – Clients fill in all details in one place.
✅ Automated Data Collection – Gather access info, assets, and contracts instantly.
✅ Instant Contracts & Payments – Get everything signed and paid without delays.

Conclusion

Using a client onboarding template speeds up the process, reduces mistakes, and creates a professional experience for your clients. Theoflow helps you automate this process, so you can onboard clients 10x faster.

Ready to get started? [Start Your Free Trial with Theoflow] today.