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Reference buildOnboardOnboarding
Onboard every new client the same way
A staged checklist where finishing one stage unlocks the next and progress is visible to everyone.
Runs on sample data in a new tab. Not a client result.
How it works
- 1
Your onboarding steps are set up as stages with clear owners.
- 2
Finishing a stage unlocks the next, so nothing is skipped.
- 3
Progress is visible to the team and can be shared with the client.
What to try in the demo
Complete a stage in the checklist and see the next one unlock and the progress bar move.
What you need in place first
- ✓Your onboarding steps written in order
- ✓An owner for each step
- ✓A list of what the client must provide
In the readiness self-check this build needs at least: Written SOPs 4/6, Mapped workflows 4/6. Check your scores
Want this running in your business?
We adapt it to your tools, set the controls, and measure it against your own baseline.