Free Client Onboarding Templates for Agencies
Turn your new-client process into a repeatable checklist — from signed contract to first delivery in under a week. These templates cover CRM setup, kickoff checklists, tool access, and first deliverable tracking, all connected to the built-in CRM module. From $29/mo.
Client Onboarding Template
From signed contract to first delivery in under a week — no gaps
New Client Checklist
Every new client set up correctly in 30 minutes — not 3 days
Project Kickoff Checklist
20-point checklist so every project starts without gaps
3
Onboard
8
Active
4
At risk
2
Churned
Tidal Labs
Renewal due
Pixelform
Healthy
Quadrant
At risk
CRM Client Pipeline
Track every lead from first contact to signed contract
12
Leads
5
Proposal
8
Active
4
Won
Acme Corp
Active retainer
Studio 9
Proposal sent
VentureX
Lead
Client Relationship Management
A single card for every client — projects, contacts, payments, notes
Account Management Template
Keep long-term client relationships healthy — notes, history, next steps
Employee Onboarding Checklist
30-day onboarding checklist so every new hire starts strong
12
Leads
5
Proposal
8
Active
4
Won
Acme Corp
Active retainer
Studio 9
Proposal sent
VentureX
Lead
Lead Qualification Template
Score inbound leads, prioritize follow-up, stop chasing bad fits
Every agency has the same problem with new clients: the onboarding process lives in someone's memory, email threads, and scattered Slack messages. One team member knows the 12-step intake process; when they are out, a step gets missed and a client notices. Client onboarding templates in Melororium turn that knowledge into a repeatable checklist every team member can run — from first contact through signed contract, tool access, kickoff call, and first deliverable.
The Client Onboarding Template includes 15 pre-built tasks covering every stage of a new-client start. New Client Checklist covers the internal setup side — creating the CRM card, building the project, assigning team members, booking the first call. Project Kickoff Checklist handles the transition from contract to active work. All three duplicate in one click so every new client gets the same structured experience.
CRM Client Pipeline tracks potential clients before they sign — from first contact through discovery call, proposal, and negotiation to Won or Lost. Client Relationship Management gives every signed client a permanent card with contact details, project history, invoice records, and notes. Account Management Template keeps long-term retainer relationships healthy with renewal dates, touchpoint logs, and account health status.
HubSpot CRM starts at $18/user/month and adds complexity most agencies never need. Melororium CRM is built in — one of 12 core modules included in every plan from $29/mo. No separate CRM subscription, no complex setup, no training cost.
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