Integrated Client Onboarding (Businesses)
Download your free Integrated Client Onboarding (Businesses) template to personalize and use in your bookkeeping or accounting firm.
This is Karbon's best practice process for onboarding business clients when using these Karbon-integrated apps: GoProposal and Xama.
The work template will be generated once a proposal is signed for a new client.
The work goes through the following stages:
- Kick-off / setup
The roles involved in completing the work are: Partner (initial work assignee), Onboarding Specialist, Client Manager, Admin. The overall ownership of the work changes as the work progresses between the roles involved.Work stages and roles are both customisable.
This template includes best practice automation to ensure it's clear:
- Which tasks are ready to be worked on (i.e. task status)
- What the status of work is at any time (so you can get real-time work dashboards)
- Who is responsible for the work and tasks
- The priority of work and tasks
The start date for the work is the date the engagement is signed and the due date of the work is 4 weeks later.
Download the Template
Download your Integrated Client Onboarding (Businesses) template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling