We’re here to help.

Download the Client Onboarding Checklist we’ve used to onboard hundreds of clients with ease! 👇

Hear from those who’ve used it!

"When my agency started working with DOT & Company, we utilized their onboarding systems and immediately were able to begin scaling, bringing in 3, 5 and up to 7 clients at one time with ease. Highly recommend!"

- Brandon Smits, *Solar Cheat Code*

We’ve onboarded more clients than we can count, so we tried, tested and re-tested our process to get it so just right, even Goldilocks would approve.

And now we’re sharing it with you. Whatever platform you use to manage clients (we’re personally fans of Asana), you can integrate the process, step by step, into your platform of choice.