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.

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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.
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.

Who this is for

  • FreelancersSolo professionals managing multiple clients and projects needing clarity, structure, and streamlined delivery.
  • ConsultantsExperts offering high-ticket services who need a reliable system to manage operations, clients, and growth tasks.
  • AgenciesFor small teams, freelancers & agencies who want to scale smarter with one system for client work, tracking & growth.
  • Service ProvidersBusiness owners offering services (coaching, marketing, design, etc.) needing full control over client processes.
  • Client-Based BusinessesAny business that depends on clients and service delivery, and needs one central system to scale without chaos.

Pricing

Join Client Onboarding · Add-On
$1.00 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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Client Onboarding · Add-On

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Client Onboarding · Add-On$1.00 one-time purchase