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💼 Business & CRMFreeWidgetNew

Client Onboarding Tracker

Track manual setup stages and next steps for a small client roster.

Version
v1.0.0
Updated
2026-10-11
Plan
Free
notion.so/your-dashboard
Block height
px
  1. 1In Notion, type /embed and press Enter.
  2. 2Paste the URL below and click Embed link.
  3. 3Drag the block's edge to resize. It updates live from now on.
Embed URL
url
https://notionarena.vercel.app/embed/client-onboarding-tracker
Or paste it straight into the page
notepad
/embed → paste this URL → Embed link

https://notionarena.vercel.app/embed/client-onboarding-tracker

Works on every Notion plan. No integration, no OAuth, no server. The trade-off: the widget lives on our host, so it needs network access to render, and a workspace serving thousands of page views a day could hit fair-use limits. For offline-safe delivery, use the HTML block tab.

About this component

Keep a local onboarding list with a client alias, project label, kickoff date, stage, and next step. Do not enter sensitive client or contact details. It is not a client portal, contract workflow, or shared CRM; browser storage is not encrypted.

What it does

  • Record a client alias, service label, and kickoff date
  • Move each project through six manual onboarding stages
  • Keep one short next step alongside each client entry
  • Search is not required; remove records individually when done

Where people put it

↳A private agency onboarding scratchpad
↳A single-browser checklist for independent client work
↳A draft process before setting up a shared client database

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