Client Onboarding Rebuild
Turn your messy onboarding process into a smooth, predictable system that delights clients and saves your team time.
The Problem
Onboarding new clients takes 2-3 weeks when it should take 3-5 days. Intake forms are incomplete. You ask for the same information multiple times. Projects start without all the context.
Handoffs between sales and delivery are rough. Important details get lost. Clients feel confused about what happens next.
First impressions matter. Your onboarding process is making you look more chaotic than you are.
What We Build
Comprehensive Intake System
We redesign your intake process to capture everything upfront: project goals, stakeholders, constraints, success metrics. One form, all the info you need.
Result: No more back-and-forth asking for missing information
Sales-to-Delivery Handoff
Clear protocol for transitioning clients from sales to project team. Templated handoff doc, kickoff checklist, context preservation.
Result: Nothing falls through cracks, clients feel taken care of
Client-Facing Templates
Welcome email sequence, onboarding guide, kickoff agenda, project timeline template. Clients know exactly what to expect.
Result: Less client anxiety, fewer "what happens next?" emails
Internal Checklists & Automation
Step-by-step checklist for your team. AI automation for repetitive tasks (data entry, email sequences, calendar scheduling).
Result: Onboarding runs on autopilot, team doesn't forget steps
What You Walk Away With
Intake Form & System
Captures all necessary info in one go. Auto-populates project brief.
Handoff Documentation
Template for sales-to-delivery transition. No context lost.
Client Welcome Kit
Email sequences, onboarding guide, kickoff agenda. Professional first impression.
Internal Playbook
Step-by-step checklist for team. New hires can follow it day 1.
Automation Workflows
AI tools for data entry, email sequences, scheduling. Saves 3-5 hours per client.
Team Training
2-hour workshop on new onboarding process. Everyone aligned.
Ready to Fix Your Onboarding?
Client Onboarding is one of three systems you can rebuild with Flow Rebuild. Book an intro call to discuss.
Schedule Intro Call