CLIENT ONBOARDING SYSTEM

From inconsistent onboarding to a clear, repeatable client experience.

THE SITUATION

Clients were signing contracts, but what happened next wasn’t consistent.

• Information was missing

• Timelines weren’t clearly set

• The team had to ask repeated questions

• Each client experience felt slightly different

THE PROBLEM

Onboarding lived mostly in people’s heads.

Which meant:

• delays getting started

• confusion across the team

• unnecessary back-and-forth with clients

WHAT I BUILT

A simple, structured onboarding system:

• Welcome email with clear next steps

• Intake form to collect all key information upfront

• Kickoff agenda to align expectations

• Project setup inside ClickUp

• Light automation to connect everything

THE RESULT

• Clients knew exactly what to expect

• The team had everything they needed from the start

• Less back-and-forth and fewer missed details

KEY PIECES

Welcome Email
Sets expectations and guides the client through next steps

Intake Form
Collects everything needed before work begins

Kickoff Agenda
Ensures alignment before the project starts