Client Onboarding Checklist

Say yes to success. Build lasting client relationships with our seven-step client onboarding template.

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What others have to say

Join thousands of teams in 170+ countries using Rock today!

‘We realized that we can’t use too many different tools with our clients as it gets all over the place. That's when we decided to look for a new tool which has an everything-in-one approach.

Maximilian Helldörfer
Founder and Creative Director at New Aesthetics

If we need to involve a client and get their feedback, we create a dedicated client space. It’s a simple way to communicate with clients and update them. It’s way easier than switching to emails as we can keep everything on Rock.

Markéta Mazlová
CEO @Metiosoftware

I use Rock every day to collaborate with many different clients. It allows me to always have an eye on all tasks and deadlines that I have to meet. I never miss a notification and customers are always satisfied with the way we communicate.

Fosca Cordidonne
UX & Low-code Freelancer
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