Monday.com Dropdown Template for Client Onboarding

Client Onboarding Template Overview

Manage new client setup with cascading service types and milestone automation.

Board Structure

Groups

• New Clients
• In Progress
• Go-Live Ready
• Complete

Columns

Column	Type	Purpose
Client	Text	Track client
Service Package	Dropdown	Options: Basic, Professional, Enterprise, Custom
Onboarding Phase	Dropdown	Options: Welcome, Discovery, Configuration, Training, Go-Live, Complete
Account Manager	Person	Track account manager
Setup Status	Text	Track setup status
Go-Live Date	Date	Track go-live date

## Dropdown Configuration

Service Package

Options: Basic → Professional → Enterprise → Custom

Onboarding Phase

Options: Welcome → Discovery → Configuration → Training → Go-Live → Complete

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Phase changes to Configuration → create setup checklist based on Service Package
• When Phase changes to Go-Live → notify all stakeholders + schedule check-in
• Cascade: Service Package → Configuration Options

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: New Clients, In Progress, Go-Live Ready, Complete
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships