The problem
Onboarding works when the best person runs it and falls apart when they are busy. Steps get skipped, the client is asked for the same document twice, and nobody can tell at a glance where a new client stands.
How it works
- Your onboarding steps are written in order and grouped into stages, such as agreement, access, kickoff, and first delivery.
- Each step has an owner and a due date, set from the signing date.
- Finishing a stage unlocks the next one, so nothing is skipped and the team always knows what is next.
- Automation handles the routine parts: creating the client record, sending the welcome message, and requesting documents. A person approves anything client-facing.
- Progress is visible to the team, and a simple view can be shared with the client.
Governance notes
The checklist only works if the steps are written first. If your onboarding lives in one person's head, the first piece of work is documenting it, which is exactly what the readiness self-check scores. The reference app runs on sample data to show the idea.