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Onboarding · 6 steps · 2 forms
Client onboarding
From signed deal to kickoff without a single "just checking in" email. The client sees two short forms and a contract; your team sees a task when it’s their turn.
Who does what
Your team
01 · Trigger
Contract won in CRM
05 · Task
Schedule kickoff
06 · Task
Internal handoff
Client
02 · Request
Intake form
03 · Request
Brand files & access
04 · Approval
Sign the contract
Reminders
2 days after sending, then every 3 days. Escalates to the account owner after 7 days.
Branches
Hosting fields appear only if the client says they already have hosting.
Receipts
Every submission and signature is timestamped and kept on the run.
Forms that ship with it
Intake form
- Company legal name
- Text · required
- Main contact & role
- Text · required
- Billing email
- Email · required
- Existing hosting?
- Yes / no
- Hosting provider
- Dropdown · if yes
- Launch deadline
- Date
Brand files & access
- Logo files
- Files · SVG, PNG · 20 MB
- Brand colours
- Text
- Domain registrar login
- Secure field
- Three competitor sites
- Links × 3
- Anything we should avoid
- Long text