Project workspace
A reusable workspace for onboarding new clients.
Onboard new clients with welcome packets, contracts, kickoff notes, and reusable checklists. Make every client feel like you have done this a hundred times.
Who it's for
Service providers and agencies who want a professional, consistent onboarding experience that scales without extra effort.
What's inside
- ✓ Welcome packet template
- ✓ Contract and agreement tracker
- ✓ Kickoff meeting agenda and notes
- ✓ Access and permissions checklist
- ✓ First-week milestone tracker
- ✓ Client communication preferences log
Start building with this workspace.
The Client onboarding workspace is pre-configured and ready to use inside ThinkForge.