Excel template · free

Client Onboarding Tracker

Onboarding stalls when you can't see who's stuck. This drop-in Excel sheet tracks every client from the moment you invite them to fully onboarded — so nobody falls through the cracks in your busiest weeks.

Download the Excel template

What's inside

▸ One row per client, with columns for Invited · Logged In · Documents In · Engagement Signed · Status · Notes
▸ A drop-down Status field (Not started → Invited → In progress → Onboarded → On hold)
▸ Frozen header row and clean formatting — ready to use, nothing to set up
▸ Two example rows to show the pattern; delete them and add your book

Using it with a client portal

A portal automates most of this — invites, login status, document collection, and e-signatures all live in one place, so the tracker fills itself in. See a branded portal for your firm →

Download the Client Onboarding Tracker (.xlsx) →