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Operations · BUILT-TO-ORDER SERVICE
Client Onboarding Flow
Give every new client a consistent start by connecting an intake form, project checklist and welcome message.
What is included
- Capture one client intake form
- Create an agreed project checklist
- Prepare a welcome email
- Route missing information to the responsible person
What we need from you
Your intake form, project tool and onboarding steps. We will confirm requirements and secure access arrangements after your order.
Your deliverable
A repeatable client onboarding workflow, a sample test run, and handover notes for the agreed setup.
Scope and limitations
Contract signing, identity checks and complex migrations need separate agreements and tools.
Package covers one starter workflow. Third-party accounts, subscriptions, API usage, hosting and messaging charges are separate. Extra integrations, ongoing support and material changes require a separate approved quote.
