Free onboarding templates

free tools on this site

1

figures they ask you for

5

answers they give back

3

New client onboarding checklist, on the worked example

$120.75

Every template on this site works on the page, free, with no account and no trial clock. They are the onboarding itself: the new client checklist with its tasks, minutes and cost worked out from your own figures, and the worksheets around it. The free version is the whole template; the paid plan is about keeping the result: the client filed as a record, the checklist run against it, the portal switched on.

Every figure here comes from the inputs you enter and the method stated beside it: your client count, your tasks, your rates. The site publishes no KYC rule and no legal rule; the only external figures on it are competitor prices, named and dated where they appear.