Client onboarding system

Rows the checklist needs (steps plus document requests): 18
Onboardings in flight at any moment: $5.52
Your onboarding minutes a month: 1,440

The numbers on this page come from the inputs you enter and the method stated: 3,600 seconds to an hour, 52 weeks to a year, twelve months to a year, and nothing else. No industry shrinkage figure, no occupancy benchmark and no assumption about your attrition; every one of those is yours to enter.

A client onboarding system for the professional services firm, agency, accounting practice or software company that has to turn a signed customer into a started one: the intake form, the documents asked for twice, the kickoff nobody booked. On Orgplanly the onboarding checklist is built from your own steps and documents, the intake form from the fields you actually need, and each new customer's onboarding is a dated record on the same plan that staffs the account, so the fortnight between signature and first work is owned by someone.

Open the Customer onboarding checklist Free to use. No account, no card, no trial clock.

Build the checklist from your steps, sized to the engagement

The free worksheet takes the steps you run, the documents you need and who owns each, and lays them out as the checklist for that engagement type. On Pro the checklist is kept per customer with each step dated when it was done, so a stalled onboarding is visible on the day it stalls.

Take the intake once, on a form that fits

The intake form worksheet builds the fields from what your first piece of work actually needs, so nothing is asked twice and nothing is missing at kickoff. The completed form sits on the customer record with the documents it collected.

Staff the account from the plan it was won against

A new customer is headcount somewhere. The onboarding record links to the org plan's roles, so the account manager who owns the kickoff and the delivery team who start the work are the people the plan says are available, not the people who happened to be free.

Free worksheets for this feature

Client onboarding system: common questions

Is this for onboarding employees? No. This feature onboards customers and clients: the checklist, the intake and the kickoff for a new account. Employee onboarding is HR administration and is not on this product.

Can I use the checklist without an account? Yes. The customer onboarding checklist and the new client intake form work on the page from your own steps and fields with no sign-up. Pro keeps a copy per customer, dated, with the documents.

What does the onboarding capability cost? It is $12 of the $90 Orgplanly Pro plan, one of six capabilities, and is not sold on its own. The pricing page shows why.

Orgplanly Pro

Keeping what you make

The worksheet answered today's question. Pro keeps the answer: the plan you just worked saved against the team it belongs to, re-opened at the next review instead of rebuilt, branded and exported for the budget meeting.

Download the finished checklist or intake form as a file the client accepts
The paperwork goes out clean, without the Kickoffo watermark
Re-use the checklist for the next client instead of rebuilding it
Your firm's logo on every checklist and form you send
Export every client's onboarding at once when the account review or the buyer asks
Send the plan for review from the record, not a spreadsheet
Not part of Orgplanly today; your billing stays where it is
Not part of Orgplanly today; your ledger stays where it is

$90per month, whole team

Start Orgplanly Pro Pricing

Orgplanly Pro renews monthly at $6.50 per user per month until you cancel; the price and renewal terms are shown before checkout.

Keep this plan in Orgplanly ProDefend the number: start Pro