Client Onboarding
Get new clients ready to start with less chasing.
Connect intake forms, document checklists and team handoffs so everyone knows what is still needed.
Who it is for: Agencies, consultancies and service teams repeating the same information collection and setup for each new client.
Illustrative workflow
- Client signs
- Collect information
- Track missing items
- Hand over to team
An example of a possible implementation, not a customer result.
What the project covers
Included in this starter
One onboarding process, an intake form, a document checklist and connections to two agreed tools, with reminders and an internal handoff.
- One client onboarding process
- An intake form and document checklist
- Connections to two agreed tools
- Reminder stop conditions, internal handoff and testing
Broader capabilities · quoted separately
- One onboarding process, an intake form, a document checklist and connections to two agreed tools, with reminders and an internal handoff.
These are possible extensions. The starting price covers only the starter above.
Boundaries and human review
Test partial submissions, duplicate starts and reminder stop conditions. Your team decides whether information is sufficient and when the client is ready to begin.
Extensions and project dependencies
Custom client portals, identity verification, regulated compliance decisions and additional processes or tools are quoted separately.
Form, file-sharing and automation subscriptions and any hosting or model usage are additional. We check whether your existing tools already cover them.
From conversation to handover.
01
Define
Agree the process, boundaries and acceptance criteria.
02
Design
Check access, examples and the route for exceptions.
03
Build & test
Build the agreed scope and evaluate realistic failure cases.
04
Hand over
Document operation, ownership and optional care.
Your implementation runs on accounts you control. Handover includes documentation and agreed acceptance checks; purchasing ongoing care is optional.
Your choice after handover
Optional care · From £100/month
One monthly health check and up to 30 minutes of minor fixes or changes. Unused time does not roll over. Response within two business days; this is not a resolution guarantee or continuous monitoring. Larger work, software and usage charges are additional.
You can operate the system yourself or agree a different support scope. Provider accounts and running costs remain separate.
Your questions
- Do clients need another account?
- Not necessarily. We use your existing forms and file-sharing tools where they fit. A new portal is a separate project rather than a prerequisite.
- Will reminders stop when documents arrive?
- The agreed workflow tracks completion and stops or changes reminders accordingly. Unclear submissions go to a person rather than being marked complete automatically.
Talk through your process.
Tell us what happens today, which tools you use and what you want to improve. Art will review your enquiry and suggest a useful next step.