Ready-to-use digital product

Client Onboarding OS

🤝 Client Onboarding OS

Business · Rs.499

Stop building from scratch. Duplicate this ready-to-use Notion template and start working in seconds.

Duplicate this page to start. The template includes sample data to demonstrate how the databases connect.
How to use
What's included
Clients database: Stores contact info, company details, and current status.
Projects database: Tracks project scope, budget, and deadlines linked to clients.
Onboarding Checklist database: Manages specific steps required to activate a client account.
Pre-built relations: Automatically connects tasks and projects to specific clients.
Dedicated database: Projects
Dedicated database: Onboarding Checklist
Dedicated database: Clients
⭐ Why pay for this — Stop juggling static spreadsheets and disconnected task lists. This OS automates your workflow by linking clients, tasks, and budgets into one intelligent dashboard, offering real-time financial and deadline insights that free templates simply can't match.

Includes pre-loaded sample rows so you can see exactly how it works before customizing.

🔗 Preview the live public template →

How it works:

Buy and open the Notion link from your receipt.

Click Duplicate and choose your workspace.

Replace sample rows with your own data — everything updates automatically.

Questions? Just reply to your purchase email.

₹1,999

Get instant access

What you get

🤝 Client Onboarding OS

Business · Rs.499

Stop building from scratch. Duplicate this ready-to-use Notion template and start working in seconds.

Duplicate this page to start. The template includes sample data to demonstrate how the databases connect.
How to use
What's included
Clients database: Stores contact info, company details, and current status.
Projects database: Tracks project scope, budget, and deadlines linked to clients.
Onboarding Checklist database: Manages specific steps required to activate a client account.
Pre-built relations: Automatically connects tasks and projects to specific clients.
Dedicated database: Projects
Dedicated database: Onboarding Checklist
Dedicated database: Clients
⭐ Why pay for this — Stop juggling static spreadsheets and disconnected task lists. This OS automates your workflow by linking clients, tasks, and budgets into one intelligent dashboard, offering real-time financial and deadline insights that free templates simply can't match.

Includes pre-loaded sample rows so you can see exactly how it works before customizing.

🔗 Preview the live public template →

How it works:

Buy and open the Notion link from your receipt.

Click Duplicate and choose your workspace.

Replace sample rows with your own data — everything updates automatically.

Questions? Just reply to your purchase email.

Start today

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Delivery

After purchase, open the Gumroad receipt and Content area to access your product. If this product includes a Notion template, use the verified access link there and choose Duplicate to copy it into your workspace.

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