← All systems
Onboard every client consistently
The same great start, every time — automatically.
When this happens
A deal is won / a client says yes.
Decisions
- Which service path?
- What's already collected?
Actions
- Send welcome + intake
- Collect details/files
- Create the project
- Schedule kickoff
Exceptions
- Missing info → chase automatically, flag if stuck
Human checkpoints
- You review the intake before kickoff
Tools: CRM, Forms, Docs/storage, CalendarBuild: from $1,500Delivery: 1–2 weeks
Documented and handed over.