Client Onboarding · Add-On

Name: Client Onboarding · Add-On
Brand: Client OS
SKU: prod_z2KWdkl6hrzrm
Rating: 0 (0 reviews)

Simplify & Streamline Client Onboarding Fast

Other

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

Features

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

About the creator

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.

FAQs

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Client OS

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Free one-time purchase