Client Onboarding System

The first two weeks decide the whole relationship

An automated onboarding sequence covering the welcome, contract, payment, kickoff, information gathering and access requests, so every client gets the same start.

Onboarding is where clients decide privately whether they made a good decision, and it is usually improvised. We build the sequence: welcome and expectations, contract and deposit, a kickoff booking, the intake form that collects what you need before work begins, access requests, and internal task creation so your team knows what to do. Same experience every time, without anyone remembering the steps.

What is included

• Automated welcome sequence setting expectations and timelines
• Contract and deposit collection built into the flow
• Kickoff booking with intake questions answered in advance
• Access and credential request checklist
• Internal project and task creation triggered on signature
• A check in at the point where clients usually go quiet

What you receive

• A live onboarding automation
• Client facing templates and forms
• Internal task templates
• A written onboarding SOP

Who this is for

Service businesses where onboarding quality depends on who is handling it that week.

What you get

Every client gets the good version of your onboarding.