Looking for a client onboarding template?
You don't need the template. You need the thing.
The same clean first two weeks for every client, without rebuilding the list each time.
Step 1 · Ask for it
One sentence. No setup, no configuring, no video tutorial.
Virgil
Build my client onboarding checklist. When I say a new client signed, start a fresh one.
Built. It's in your project now. Want me to change anything?
Step 2 · Use it
A repeatable onboarding checklist Virgil spins up per client.
Not a picture of the thing. The working thing, built in the moment, shaped around your actual work, living in your own files on your own computer. Edit it yourself or tell Virgil what to change.
Virgil — Client onboarding
Signed agreement filed
Kickoff call scheduled
Access + accounts collected
First deliverable dated
The template way
- Find a template that almost fits
- Duplicate it into your workspace
- Spend an evening reshaping it
- Retype everything you already have
- Abandon it in three weeks
The Virgil way
- Say what you need in one sentence
- Virgil builds it around your actual work
- It reads the files you already have
- It keeps the thing current as you go
- Ask for changes any time, in plain English
Other things people stop downloading
Ask Virgil for one.
$20 a month, and the setup is free. Virgil works on your computer, in your files, on your actual work.