Integrated Client Onboarding (Individuals) icon

Integrated Client Onboarding (Individuals)


Download your free Integrated Client Onboarding (Individuals) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Integrated Client Onboarding (Individuals)' templateIntegrated Client Onboarding (Individuals)Confirm sales activities completed and setup onboarding and client team3 AutomatorsConfirm all previous sales activities are completeCompletedSetup onboarding and client teamCompletedEnsure the welcome video is added to the relevant client task below.CompletedReplace the Calendly link below with an appropriate link for the kick off callCompletedAdd the onboarding form for completion by the client to the relevant client task below, adjust the email appropriatelCompletedCLIENT TASKSWelcome to our firmWelcome to our firm! Watch this welcome video: https://Ready To StartDue Today

This is Karbon's best practice process for onboarding UK clients when using Karbon-integrated apps GoProposal and Xama.

The work template will be generated once a proposal is signed for a new client in GoProposal.

The work goes through the following stages:

  • Kick-off / setup
  • Prep
  • Follow-up
  • Completed

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.

The template includes best practice automation to ensure the following are 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. The due date of the work is 4 weeks later.

Download the Template

Download your Integrated Client Onboarding (Individuals) 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

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