Every new client record in Clients opens with this page (Demo).
📋 Onboarding checklist
- [ ] SOW signed (scope, deliverables, timeline, fees)
- [ ] Deposit received (invoice sent and paid)
- [ ] Kickoff meeting held (stakeholders, success metrics, comms cadence)
- [ ] Access granted (tools, data, shared drive, Slack/Teams guest)
- [ ] First deliverable sent
- [ ] 30-day review completed
🎯 Engagement goals (from intake)
- Business problem:
- Success metric 1:
- Success metric 2:
🗒️ Meeting notes
Scoping call
Kickoff meeting
30-day review
🔗 Links