Free onboarding worksheets
- free tools on this site
- 2
- Counted across the tools on this page
- figures they ask you for
- 14
- Counted across the tools on this page
- answers they give back
- 14
- Counted across the tools on this page
- Customer onboarding checklist, on the worked example
- 18
- Counted across the tools on this page
Two free worksheets, no account: a customer onboarding checklist worked from your own steps, documents and volumes, which returns the rows the checklist needs, the onboardings in flight at any moment and the hours a month they cost; and a new client intake form worksheet that costs your form in the client's minutes, field by field. Each computes on the page and prints.
The numbers on this page come from the inputs you enter and the method stated: 30.44 days to a month, eight hours to a working day, sixty seconds to a minute, and nothing else. No benchmark, no industry average and no assumption about how long your onboarding should take.
- Customer onboarding checklist Work your onboarding from its own shape: the checklist rows it needs, the onboardings in flight at any moment, and the hours a month they cost. Free
- New client intake form Cost your intake form in the client's minutes: total time, fields per section, and exactly what the optional half is costing you. Free
Cite or embed this figure
Customer onboarding checklist (Rows the checklist needs (steps plus document requests)): 18, Kickoffo, worked example.
Cite as: "Kickoffo tools", updated 2026-10-21, https://kickoffo.com/tools/.