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Portfolio demo / sandbox. All clients, companies, and emails here are fictional sample data. Safe to explore, duplicate, or delete.

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A lightweight client-onboarding system for an independent consultant: track engagements from lead to completion, capture intake via a form, kick off every new client with a standard checklist, and send a consistent welcome email.

What’s inside

• Clients — the core database (status, package, start date, next step, email). Packages: Discovery, Project, Retainer
• Intake Form — prospect questionnaire that feeds the Clients database
• Onboarding Checklist template — SOW signed → deposit → kickoff → access granted → first deliverable → 30-day review
• Welcome Email Template — ready-to-send copy with placeholders
• Client Dashboard — board by status + upcoming start dates

Clients

Onboarding Checklist (Client Template)

Intake Form

Welcome Email Template

Client Dashboard