Client Manager and Onboarding Tracker Google Sheets Template

Boost your productivity and save precious time with this Client Manager & Onboarding Tracker! Designed with the busy multitasker in mind, this robust template in Google Sheets format allows you to conveniently manage and track all your clients in one place. With dedicated spaces to capture essential details, you can easily monitor what stage each client is in the onboarding process, ensuring no task or update slips through the cracks. 
 
This template provides you a clear overview of each client’s journey, simplifying your workflow and boosting your efficiency. Crafted to be user-friendly, it doesn’t require any special software to use, all you need is your Google account! Juggle and streamline your tasks like a pro with this must-have Client Manager & Onboarding Tracker.
 
What's included:
✨Track what documents you have sent to each client 
✨ Keep track of important information
✨ Know the status of each client 
✨ Track clients once they have signed with individual sheets 
✨ Track reports, monthly to dos, deliverables and tasks for each client 
✨ 8 x client profiles included 
 
Who is it for?
✨ Social Media Manangers
✨ Virtual Assisants
✨ Services-based businesses
✨ Business coaches