Client Onboarding

What is this playbook?

This playbook helps founders build a repeatable client-onboarding process so every new client feels confident and clear. Great onboarding reduces churn and creates referrals.

The Problem It Solves

A messy start makes clients nervous and creates extra back-and-forth. A clear process sets the tone.

The Step-by-Step

1. Create a welcome sequence — what happens right after they sign.
2. Collect what you need up front — a simple intake form.
3. Set expectations clearly — timelines, communication and deliverables.
4. Give one place for everything — a client portal or shared space.
5. Schedule a kickoff — align on goals early.
6. Automate the repetitive parts — emails, forms and reminders.

Tools That Help

• Notion / ClickUp — client portal and tasks.
• Google Forms / Typeform — intake.
• Zapier — automate onboarding.
• Calendly — book the kickoff.