The problem
Every new client is onboarded a little differently. Steps get missed, kickoff slips, and clients ask 'what's next?' by email.
How it works
- A signed contract triggers onboarding and creates the client's checklist from your template.
- Each stage has owners and due dates and the next stage unlocks only when the current one is done.
- Reminders and client emails go out automatically at each stage, using your approved templates.
- A progress view shows the team and client exactly where things stand.
What it needs from you
- Your current onboarding steps (even if messy)
- Owners for each step
- Template emails and documents
- Contract or payment tool access
Why it's built this way
Stage gates make it impossible to skip critical steps.
One owner per step removes the 'I thought you were doing it' problem.
How it stays under control
- Template-only automated emails
- Stage gates with named owners
- Audit trail of who completed what
- Client-facing view limited to their own project
The path to autonomy
Reminders and status emails run automatically from approved templates. Anything custom to a client is drafted for a person to send.