Workflow
New Client Onboarding
A clean handoff from signed agreement to active planning.
SAMPLE TEMPLATENew Client Onboarding
01
Welcome
- Send the welcome note
- Open the client portal
- Confirm the primary contacts
02
Set Up
- Collect event details
- Schedule the kickoff meeting
- Create the first planning checklist
03
Begin
- Share the next 3 decisions
- Confirm communication preferences
Use this as a starting point, then make it yours.
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