Before, we would be in the middle of doing our daily work and say, 'hey, we have 12, 16 clients that we need to onboard in the next two, three, four weeks.'

And it would be like, all right, how are we going to do that?!

We just got through a project of onboarding over a brand new website of almost 50 communities, and my heart doesn't race a bit—it's so even-keeled.

I could not have predicted this is what would come.

If we had the same clients and the same onboarding and the same projects this time last year, I would have said, no, there's no way. Our team would love to, but we just can't. 

That's the difference that it makes.

Watch the rest of Melanie's story.

This Client Onboarding Template is the result of countless iterations based on our learnings from hundreds of ClickUp deployments at agencies of various sizes and specialties. This is hard-won knowledge that we have earned in the trenches.

Setting this up yourself would take you a few hours. Getting the expertise to architect the template in the optimal way takes years.

By sharing this template with the world, we intend to give hundreds of agencies a cheat code to nail client onboarding, which we see as the crucial first stage of providing gold standard client services.