The Onboarding Upgrade v 2.0

What is It?

This Notion template, specifically designed for 3PLs but customizable for any industry, is a phase-based onboarding process that helps provide transparency and keep new clients and onboarding specialists on the same page.

Break your new client onboarding into easy-to-digest segments with this Notion template. The client only sees what they need to know when they need to know it. Full transparency lets you work off the same task list and keep all discussions organized and easily accessible.

What's New

• Added a comprehensive guide for customizing the checklist for new clients

• Added a "status" property that allows the 3PL and client to easily communicate who is "holding up" a task.
• Included a blank packing guide where clients can indicate how they want their orders prepared.
• Added A TON of granular information in the body of each task, including bundle and kitting definitions
• Added 1st and 2nd call agendas

What's Included:

• 1 Onboarding Tasks Database
• 1 Client-facing onboarding process, segmented into phases
• 1 Blank Packing Guide