Aller au contenu principal
All templates
FIG 0.0 · ONBOARDING CHECKLIST

Client onboarding checklist

Welcome every new client like a pro. 16 steps from day 1 to long-term follow-up.

0/16 steps

Day 1 — Welcome

0/4

Day 2-3 — Setup

0/4

Week 1 — Launch

0/4

Week 2+ — Follow-up

0/4
FIG 0.1 · TRIAL

Automate your onboarding

With toncrm.io workflows, every step fires on its own. Welcome email, contract, invoice — all automatic.

Free 14-day trial

Aucune carte de crédit requise

Ready to see toncrm.io for real? We show it to you set up for your trade.

Book a 15-minute demo — or start your free trial right away.

Free 14-day trial

No credit card · Setup done for you · French-language support

Features