[AU Simple Start] Client Onboarding (Prep Systems)

This template supports a simplified onboarding process focused on preparing internal systems for new Australian clients.

It includes tasks for collecting key client details, creating folders, setting up core platforms, and assigning responsibilities. Automation helps move the work forward efficiently, ensuring setup is complete before service delivery begins.

Roles are clearly defined and the workflow is fully customisable to align with your firm’s onboarding practices.

Simple Start templates are streamlined templates, with no client requests/email templates and one task per section. They are designed to help you quickly get started with, and derive value from, Karbon templates.