Create a client onboarding and task management system

Tired of managing client onboarding and project tasks manually?

Let me build a fully customized client onboarding and task management system in Monday.com that automates your workflow, keeps your team on track, and delivers a smooth client experience every time.

Whether you are an agency, or service-based business, I will create a scalable setup tailored to your operations and goals.

What’s Included:
1. New client intake forms (customizable)

2. Automated task generation per new client

3. Timeline & deadline tracking

4. Custom workflows for onboarding steps

5. Automations for task assignments & reminders

6. Linked boards for client data & project progress

7. Dashboards for easy tracking of multiple clients

8. Team collaboration setup & notifications

All systems will be optimized for clarity, automation, and ease of use so you save time and deliver better service.