Coming soonSystems
Client Onboarding System
A repeatable onboarding pipeline—intake, kickoff brief, access setup, and first deliverable plan—so every client starts strong.
5 steps~45 minOperator
Built for
- Agencies
- Consultants
- Freelancers
Tools used
- Notion
- Claude
Expected outputs
- Intake template
- Kickoff brief
- Access checklist
- Welcome pack
Pipeline steps
5 sequenced steps with clear outputs at each stage.
- 1
Intake form
Capture goals, assets, access, and timeline.
Output: Intake template
- 2
Kickoff brief
Synthesize intake into an internal kickoff doc.
Tool: Claude
Output: Kickoff brief
- 3
Access setup
Checklist for tools, accounts, and permissions.
Output: Access checklist
- 4
First deliverable plan
Define week-one output and success criteria.
Output: Deliverable plan
- 5
Client welcome pack
Package everything into a client-facing doc.
Tool: Notion
Output: Welcome pack
Quality checks
Built-in criteria so you know when output is strong enough to ship.
- Intake covers all blockers before kickoff
- First deliverable has a clear due date
Want this pipeline when it ships?
Join the waitlist and we'll notify you when this workflow is available.