Welcome to the game-changing solution for stress-free client onboarding! 

Our New Client Onboarding Checklist is designed to simplify the onboarding process, leaving you with more time to focus on what you do best.

Your choice between ClickUp, or Notion to implement in the tool of your choice!

New Hire Onboarding Checklist

included in this goodie

Snag it for $27

✓  Ready-to-Use Onboarding Checklist: Say goodbye to the chaos of onboarding. Your checklist is prepped and ready for use, ensuring no detail is overlooked when bringing a new client on board.

Choice of ClickUp Template or Notion Template: Tailor the onboarding process to your favorite tools. Whether you're a ClickUp aficionado, a Notion enthusiast, or prefer the flexibility of another, we've got you covered.

One-Click Integration: Streamline your workflow with our ClickUp template – one-click add it to your account for instant organization and efficiency.

For just $27, you can simplify your client onboarding experience, ensuring a smooth and impressive welcome for every new client. 


I analyze your current systems and client journey in order to simplify it so that you can easily scale your business.

Hey there, I'm Ashley!

Chief Systems Officer

Systems Setup & Automation

Business Growth Planning