Free Client Onboarding Tool

This free onboarding tool makes it easy to intake client details, track your communication, and stay on top of every touchpoint.

✅ Features:

• Clean intake form that feeds directly into your database

• Tracks key interactions with a “Ball in Court” system

• Keeps your follow-up process organized and visible

• Helps prevent leads from falling through the cracks

If you find this intro tool useful, consider upgrading to the Veridian Full Stack — a complete system for quoting, CRM, lead tracking, marketing ROI, and more.