Onboard clients

A better way to onboard 
new clients

Turn your onboarding process into a single, actionable document. Assign, track, complete — with Notch, it's that easy.

A Screenshot of a proposal made in NotchA Screenshot of a proposal made in Notch
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How can Notch help you onboard clients?

Tasks block

Interactive embeds

A dynamic checklist you enjoy following

Assign, track, complete tasks right your onboarding document. Break down your process into milestones and keep everyone accountable.

Team Element

Team overview

Easy buy-in from stakeholders

Map stakeholders, understand the role each person plays, and engage them with the information they need to advance the project.

Embeds

File Sharing

Secure, centralized file sharing

Centralize all onboarding resources for easy access. Share documents, videos, and more without leaving Notch.

Messages

Messages

In-doc client chats

Notch makes it easy for customers to chat with you right when they need it on any device. Your chat history is always saved.

activity

Activity

Alerts for all doc activity

Notch tells you when clients view your docs, so you can strike while the iron's hot. No more guessing games.

slack-connect
Tasks blockTeam ElementEmbedsMessagesactivity

Pre-built contracts, ready to sign

Save time with a library of customizable templates. In a few clicks, you can make professional client offers that are send-ready.