Client Onboarding: Reset & Reuse

A new client signed yesterday. The 15-step onboarding sequence is the same as last time, and the time before that. This template gives you a permanent onboarding process — 15 steps across Admin, Setup, Kickoff, Training, and Handoff — that resets between cycles instead of getting rebuilt. Run the task to log the new client and clear the previous cycle's statuses. Open the checklist, work through it step by step. The Onboarding Log records every cycle automatically. The process compounds. The rebuilding stops.