OPERATE · EXAMPLE SYSTEM
CLIENT ONBOARDING SYSTEM
Make a reliable first impression after a sale. Deal won → intake → tasks → communication → delivery hand-off.
01 THE FLOW
FOLLOW EACH HAND-OFF.
From deal won to measure. Each symbol shows who does the step.
- DATADEAL WONThe signed deal starts the flow.
- AI ACTIONCHECKAI checks scope and contacts are complete.
- AUTOMATIONSET UPCreate tasks, folders and accounts.
- HUMAN APPROVALREVIEWA person approves scope and the welcome.
- AUTOMATIONWELCOMESend the approved welcome pack.
- AUTOMATIONDELIVERHand over cleanly to the delivery team.
- KPIMEASURETrack time to kick-off.
Example design of a client onboarding system. Live connections need approved systems, access permissions and testing.
02 NOT JUST BOXES AND ARROWS
SIX QUESTIONS. CLEAR ANSWERS.
How the client onboarding system answers the six questions every system must answer before it goes live.
DATA
Deal record, scope and client contacts.
AI ACTION
Draft the onboarding checklist.
AUTOMATION
Create tasks, folders and accounts.
HUMAN APPROVAL
Approve scope and client messages.
KPI
Time to kick-off and missing items.
EXCEPTION
Incomplete scope or invalid contact goes to a named owner.
03 RELATED
KEEP EXPLORING.
04 THE NEXT STEP
BUILD YOUR OWN CLIENT ONBOARDING SYSTEM.
We shape the client onboarding system around your own process and data, not a generic AI template.