Client Onboarding System

A Google Sheets structured onboarding system for how client delivery begins.

The Foxfield Client Onboarding System gives you a stage-based way to manage onboarding from intake through setup completion. 

It is built to help you:

• keep every client in a visible stage
• define the next action at all times
• reduce missed steps and unclear handoffs
• improve communication and consistency

What's included:

• Client Pipeline (Google Sheets)
• Stage-Based Actions (Google Sheets)
• Client Intake (Google Sheets)
• Weekly Review (Google Sheets)
• Full System Guide (PDF)

Price: $39 one-time purchase