Too much back-and-forth after a client says yes?

Onboarding is everything between a client saying yes and the work actually starting: questions, documents, instructions and the handoff to your team. When it happens through scattered emails, new clients wait and your team chases details. We set up clear steps so both sides know what's needed and when.

Ask for everything once, in one clear place. We set up intake questionnaires and document collection with reminders, so clients know what to send and your team can see what's still missing.

Many steps can, like sending welcome instructions, requesting documents, sending reminders and creating internal tasks when information arrives. Other steps, like reviewing what the client sent, stay with the people responsible. We build it around your process and the tools you use.

Scheduling is handled by our Inquiry & Booking Setup, and the two can work together. Onboarding focuses on what happens after the client says yes: collecting details, getting ready and handing off to your team.