Tools for Client Onboarding

First impressions matter. A smooth onboarding process makes clients feel confident and cared for—without eating up your time.

These tools help you create repeatable, professional onboarding workflows:

  1. Notion – Build a Client Welcome Hub
    Share timelines, deliverables, FAQs, and files in one clean page.

  2. Tally – Client Intake Forms
    Collect project info, preferences, or access credentials in minutes.

  3. Loom – Personalized Welcome Videos
    Explain your process in a friendly, human way—with one reusable video.

  4. Zapier – Automate Onboarding Tasks
    Trigger welcome emails, calendar invites, and CRM updates automatically.

  5. Calendly – Book Kickoff Calls Without Back-and-Forth
    Pre-fill availability, buffer time, and send reminders.

Bonus Tip: Add a pre-recorded walkthrough of your onboarding doc in Loom—it cuts questions in half.

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