Onboarding Process Notion Template
Onboarding Process Template (Notion)
Close high-ticket clients with a clean, repeatable onboarding system — without sticky notes, messy DMs, or “where did I save that file?” moments.
This Notion template is built to help you convert leads into paying clients, keep everything organized, and run onboarding like a pro — from first contact → kickoff call → project delivery.
What you’ll be able to do
✅ Track every lead + client in one place
Name, email, phone, source, notes, files, projects — all connected.
✅ Never forget follow-ups or calls
Manage scheduled calls in a calendar view and keep your pipeline moving.
✅ Manage projects without chaos
Link clients to projects, attach files, and see active work instantly from the dashboard.
✅ Look premium from Day 1
Send a contract + welcome document that makes you feel like an agency (even if you’re solo).
What’s inside (Template Package)
1) Main Dashboard (your command center)
- Lead overview + lead source tracking
- Scheduled calls calendar
- Ongoing projects overview
- Quick actions (add lead/client, schedule call, create project)
2) Clients/Leads Database (fully customizable)
- Organized lead + client records
- Connected to projects + assets/files
- Simple structure that’s easy to scale
3) Projects Database
- Link projects to the right client
- Track status, deadlines, deliverables, notes
- One place to manage ongoing work
4) Templates & Assets Included
- Contract template (covers essential business sections)
- Welcome document + asset request (so clients send what you need faster)
- Kickoff call questionnaire (so you lead the call confidently)
Best for
- Freelancers
- Agencies
- Small businesses
- Anyone who sells services and wants a clean client onboarding process
Setup (takes minutes)
- Duplicate the template into your Notion workspace
- Add your branding + your services
- Start adding leads, scheduling calls, and onboarding clients
Notes
- Requires a free Notion account
- Contract template is a template (not legal advice — customize to your needs)