"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

Building a strong team culture is vital. As a bonus, we're offering a Team Handbook template to help you establish clear guidelines and expectations for your team members. It's the perfect complement to your onboarding process.

Bonus - Free Team Handbook Template

We understand that you have your favorite tools, and we've got you covered. You can seamlessly integrate our checklist into your workflow by selecting a ClickUp template for one-click addition to your account or if you prefer using other tools, we also provide a Google Doc template, which can be easily implemented in any tool.

Choice of ClickUp Template or Google Doc

We've taken the guesswork out of onboarding. Your checklist is prepped and primed for use, making it easier than ever to get your new (or next) hires up to speed quickly.

Ready-to-Use Onboarding Checklist

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