Customizing this Client Onboarding to perfectly match your onboarding process doesn’t require any coding. Just drag and rearrange rows and columns, change label names and colors, and add new tabs to organize client data. You can even switch to card view to separate client information into easy-to-read cards. And with just a few clicks, you’ll be able to download, print, assign and share your Client Onboarding Sheet with others for seamless team collaboration. With a custom Client Onboarding Sheet Template, you can more efficiently welcome new clients to your business and foster better customer relationships!