Client Onboarding · Add-On

Simplify & Streamline Client Onboarding Fast

Deliver a clear, fast onboarding experience for every client — with automations, forms, and ready-to-use workflows.

Pricing

Join Client Onboarding · Add-On
Free one-time purchase
  • A complete onboarding flow from welcome to contract

  • Request all onboarding info without back-and-forth

  • Track onboarding status & pending client actions

  • Centralize contracts, deliverables, and client details
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Products

Here's what you'll get

  • Client OS — Quick Start GuideStart here. This is your short onboarding guide with a quick checklist and clear next step
  • Full Walkthroughs & GuidesWatch this full video walkthrough to understand the structure of your workspace.
  • Help Us Improve & Get FeaturedShare your experience, leave feedback, and join the journey.
  • License & Usage Rights Understand what’s allowed and what’s not when using your Client OS.

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Background

Learn about me

Client Os@clientos • Joined Jun 2025

We build client systems that help service providers organize, automate, and grow. Each system is built for clarity, speed, and scale — fully optimized inside Notion.

Frequently asked questions

Client Onboarding · Add-On

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Client Onboarding · Add-OnFree one-time purchase