Client Onboarding Tracker

Client Onboarding Tracker | Digital Spreadsheet

Make your client onboarding process smooth, organized, and stress-free with this all-in-one Client Onboarding Tracker. Designed for freelancers, coaches, virtual assistants, and small business owners, this tracker helps you keep everything in one place—from the moment a client signs up until the project is complete.

✨ What’s Inside:

• Client Info & Contact Sheet
• Project Start Dates & Deadlines
• Payment & Invoice Tracking
• Task & Progress Checklist
• Notes & Communication Log
• Status Overview Dashboard

Perfect for staying on top of your client workflow, improving communication, and creating a polished, professional experience your clients will love.

💗 Why You’ll Love It:

• Easy-to-use and fully editable
• Pretty, minimal, and clean layout
• Google Sheets & Excel compatible
• Instant digital download—start using it today!

Stay organized. Stay professional. Save time.
Your client process just got an upgrade.