Opero Smart
Agencies

Client Onboarding Template

The Client Onboarding template gives agencies a repeatable playbook so every new client gets the same great first 30 days — kickoff, account setup, training and a clean handoff to the delivery team.

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Board columns included

Kickoff
Setup
Training
Handoff
Complete

How to use this template

  1. 1Duplicate the board for each new client from a template
  2. 2Run the Kickoff call and capture goals on cards
  3. 3Work through Setup and Training with due dates
  4. 4Hand off to the account team and mark Complete

Why teams use it

  • Consistent onboarding for every single client
  • Pairs with Opero CRM — convert won deals into onboarding tasks
  • Clients ramp faster with a visible plan

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