Client Onboarding Workflow Excel Template

Trying to organize your customer orientation processes? Here’s our Client Onboarding Excel Template to assist you. This spreadsheet will provide you a client onboarding framework with checklists, tables and summary charts.

This Excel Template will help you:

• Track each customer’s onboarding stages
• Track tasks for each client with checklists
• Keep all customer information in one place
• Analyze and present customer management workflow
• Manage client adaptation processes

How to use Client Onboarding Excel Template?

Firstly, this spreadsheet includes four main sections:

1. Menu
2. Client Page
3. Task Tracker
4. Summary

Let’s look closer to each page.

1. Menu

Basically, the main section includes dropdown settings for your template.

So, please start with completing your services type, status, priority and task category lists. These values will help you customize your template.

Also, on the menu sheet, you’ll find navigation buttons for the other pages of the Client Onboarding Excel Template.

2. Client Data Page

Explicitly, this is an information table for your customers.

You’ll add your customers with:

• Contact person
• Email address
• Phone number
• Industry Type

Also, you will add onboarding process info such as:

• Contact date
• Start Date
• Expected G-Live Date
• Assigned team member
• Additional notes

The customer information here will be used all across the template.

2. Task Tracker

Indeed, this is the core tracker section of your client onboarding Excel template. Because you’ll add all the orientation tasks here to ensure a healthy customer adaptation process.

Firstly, select the customer from dropdown menu and add your tasks with relevant categories. Then, define the priority and the task owner. Afterwards, you will add start date and due day for each task. So, the template will automatically calculate the Remaining Day number for each tasks. Furthermore, you may track the Status of your tasks with dropdown menus:

Please remember that you can edit your Priority or Status dropdown lists on the Menu section.

Again, on the Task Tracker you’ll have onboarding checklists for Welcome Emails, Kick-off calls, and Invoice sending actions. You may also add Client Satisfaction score to assess your client onboarding activities.

3. Summary

Chiefly, this summary section provides you a sleek-design dashboard to analyze your onboarding process.

Firstly, you’ll see an overall summary of your onboarding activities with charts based on Service Types, Task Categories and also Task Status.

You’ll also be able to track Client Satisfaction Average to assess the quality of your customer services.

On the second section of your client onboarding excel template dashboard, you’ll find a client-based summary. Just select the client from the list and all relevant information will automatically populate:

So, you can see the basic information such as Contact Person, Industry Type, Service Type and also Assigned Team Member. Furthermore you’ll see below analysis for the selected client:

• Total task number
• Task chart by status
• Task distribution by category
• Task completion rate
• Client satisfaction score

That’s all. Download your ready file and start managing your customer orientation process effectively.

Client Onboarding Excel Template Features Summary:

• Customer onboarding spreadsheet
• All-in-one file to track customer orientation operations
• Task log with highlights
• Summary dashboard included
• Professional and result-oriented
• Flexible and editable
• No installation, no setup
• Works both on Mac and Windows
• Compatible with Excel 2010 and later versions
• Does not include any VBA macros