Article
Start every new client with the right setup
Turn a signed agreement and intake form into an organized project your team can begin.
A new client says yes, but the information needed to begin is split across the agreement, intake form, email thread, sales notes, and someone’s memory.
The work is not difficult because of any one step. It is difficult because every detail must be copied into the right place before delivery can start.
A more useful workflow
A managed workflow can collect the approved details, prepare the client record and workspace, and bring missing information to the account owner before the welcome message goes out.
Collect the details
Read the intake form, agreement, and kickoff notes.
Create the client record
Add approved contact, scope, and owner information.
Prepare the workspace
Build the project from the company’s standard template.
Draft the welcome
Prepare the first message and flag anything missing.
Keep people in control
- Confirm unusual scope, pricing, or contract terms.
- Approve missing or conflicting client information.
- Review the welcome message before customer-facing use.
Is this a good place to start?
- New clients follow a recognizable starting process.
- The required information exists but lives in several places.
- A project owner can judge whether the prepared workspace is complete.
Book a free assessment to discuss your workflow.