"Instead of building from scratch, I literally just plugged in my copy and images and was ready to roll."

"Ashley's Airtable ticket system and Dubsado proposal templates saved me SO much time. Instead of building from scratch, I literally just plugged in my copy and images and was ready to roll. The setup was seamless, the Loom tutorials made everything crystal clear, and they fit my brand vibe perfectly. I've been able to streamline my client onboarding and support process without the headache of figuring it all out myself. After servicing clients all day, my brain was already done. So having these products was a lifesaver. If you're a service provider who values your time and wants something that just works, grab these templates. You honestly won't regret it!"

D. Lemonte

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

One-Click Integration

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.

Choice of ClickUp Template or Notion Template

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.

Ready-to-Use Onboarding Checklist

Once you enter in your biz metrics, the interface automatically updates!