Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos
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CLIENT ONBOARDING

Structured Onboarding
For Every Client

Once a contract is signed and the welcome email is sent, the system automatically creates a dedicated onboarding workspace for each client — keeping everything organized from the start.

Get Started

No manual setup. No scattered onboarding.

Contract → Welcome → Onboarding Workspace → Asset Collection → Ready

Each client gets an isolated workspace to submit assets and communicate with your team.

Dedicated Workspaces Each client gets an isolated onboarding workspace automatically after the welcome step.
Asset Collection Collect all required files and project inputs in a structured onboarding flow.
Client Portal Access Send a portal where clients can submit assets and communicate with your team.
0 Missing assets
0% Structured onboarding
Auto Workspace creation
0 System flow

No back-and-forth. No confusion.

Every onboarding step is guided and connected to your system — ready for delivery.

Try the System