Templates by workflow · 8
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.
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
CRM Client Pipeline
Track every lead from first contact to signed contract
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
Lead Qualification Template
Score inbound leads, prioritize follow-up, stop chasing bad fits
Start from a template
Pick a template, invite the team, start today.
Every template runs inside the same workspace: tasks, timers, CRM and invoices for up to 15 people at $59 a month. Add a hire, the price stays.
88
templates included
$59
per month, whole team
28
instruments, one login
Frequently
Asked Questions
Have a question that needs a human to answer?
No problem, email us at support@melororium.com
Contract sent → signed → kickoff call scheduled → tool access granted → intro call done → brief received → first task assigned → first deliverable submitted. Plus 7 more steps customisable for your process.
Yes. Add, remove, rename, or reorder any step. Save your modified version as a new template.
New Client Checklist is for internal setup (CRM, tools, project creation). Client Onboarding is the workflow the client experiences (kickoff call, brief, first deliverable).
The Automations add-on ($49 add-on) lets you trigger task creation automatically when a new client card is created.
Yes. Every task can be edited, deleted, or reordered. The template is a starting point you adapt to your process.