Introducing Client Onboarding Tracker Spreadsheet for Coaches, CRM, Client Management Google Sheets, Coach Spreadsheet, Coaching Tracker, Client List Small Business Spreadsheet, Business Tracker, Customer List, Client Planner
Keep track of your client’s onboarding processes with this Stinkin’ Cute and Easy to Use Spreadsheet!
Your Google Sheet Spreadsheet for coaching business doesn’t have to be boring!
Have a systematic workflow for your client onboarding process and track down your client’s welcome journey easily. It is time to impress your clients with your onboarding process.
No more wondering, which clients have you added to your email list? Which clients have you added to your FB group? Which clients have you sent a welcome gift?
Plus, you don’t have to memorize everything.
Just use this FRIENDLY and EASY Google Spreadsheet to help you record everything that you did.
What is included in this Client Onboarding Tracker?
– A section to add coach and company name
– A section to add total clients onboarded and last update the sheet
– A section to add your important things-to-do and your priority
– A section to add your client’s name and email.
– A section to select packages from the dropdown
– Checkboxes for the welcome email, contract, invoices, welcome gift
– Quick Grab section to add related links to your spreadsheet
These Client Onboarding Tracker features:
– Fully editable in Google Sheet account
– Can change the color and font of choice
– Cute and neat design
What you will receive:
A PDF link contains a link to Google Spreadsheet.
A tutorial and walkthrough on how to use.
How it works:
– After purchase, you will receive a PDF file that contains the Gsheet link ✔️
– You will only need a Google Sheet free account to access it. ✔️
– This spreadsheet is only for Google Sheets, not for Excel. ❌
Templates are for personal use and your own business only. You CAN’T resell/redistribute any of these templates.
All templates are copyrighted from Ⓒanysplanner | femaleceoclub