What's inside
- Client milestones
- owners
- onboarding progress
- status alerts
- next steps
- and notes
Best for: Small business owners · Freelancers and service providers · Operations teams
Customer feedback
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FAQ
Is the sample free?
Yes. The base workbook or pack shown on this page can be downloaded without payment, an account, a credit card, or an email address.
What software do I need?
The product is supplied as an editable spreadsheet or pack designed for Microsoft Excel and Google Sheets.
Can I edit it?
Yes. Inputs, labels, categories, and sample records can be changed in your spreadsheet app. Formulas are intended to remain intact when you replace the example values.
What does Customer Onboarding Tracker help me do?
Track each client through contract, payment, access, training, and go-live with progress alerts. It includes client milestones.
Is this a subscription?
No. This is a downloadable spreadsheet product, not a recurring subscription. A paid bundle may remain available as an optional alternative.
Which small business templates workflow does it support?
It is organized for the meetings & client onboarding workflow and can be adapted to your own categories or process.