Client Onboarding Asana Templates

Client Onboarding Checklist - Goshen Bookkeeping
Client Daily ToDo Checklist - Goshen Bookkeeping
Client Incoming Requests - Goshen Bookkeeping
Client Onboarding Checklist - Goshen Bookkeeping
Client Daily ToDo Checklist - Goshen Bookkeeping
Client Incoming Requests - Goshen Bookkeeping

Client Onboarding Asana Templates

80.00

This downloadable excel workbook bundle comes with detailed installation instructions and 3 templates designed for bookkeepers and accountants to use to streamline and automate their client onboarding process using Asana.

The client onboarding checklist template is the master guide for getting started with working with a client from the documentation phase to the retention phase.

The client todo checklist template is a bookkeeping and payroll template that you can use to keep track of the daily tasks to complete for each client for.

The client incoming request template is designed for you to use in tracking incoming appointments from your clients via your scheduling tool, completed Google form responses and email requests from your clients in one central hub.

You will need to follow Asana’s instruction guide on how to import the CSV templates into Asana.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

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