BEGINROOMS TEMPLATE · FREELANCE · EASY
Client Onboarding
A complete 5-stage onboarding workflow that turns signed contracts into kicked-off projects without dropping balls. Built for freelancers and small agencies who want every new client to feel the same white-glove experience. Drag cards left to right as each step completes.
HOW IT WORKS
Start from a structure,
then make it yours.
1. Open it in a cube
Sign up, and the template is placed on a board inside a project cube. Each cube has six boards for related work.
2. Fill it in, then export
Edit the sections, add files and notes, then export the board as PDF, PNG, PPTX, DOCX, Markdown or CSV.
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