Agency Client Onboarding

Client Onboarding Checklist and Intake Form for Agencies. A public intake form starts each client's onboarding: a 12-step checklist with due dates and a kickoff agenda. Free to clone.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 4 projects & knowledge bases, 2 AI agents, and 3 automations & workflows — ready to run or customize after you clone.

John Xie published this agency app in the Taskade Community Gallery.