Make the work between an accepted proposal and a successful kickoff visible. A reusable onboarding workflow helps your team see which information is ready, what needs attention and who owns the next step.
Try a workflow template →Add a client profile before starting the workflow. Capture the main contact and any context the team needs, then choose the client onboarding template. Give the workflow a recognisable name, a responsible owner and a realistic due date.
The sample onboarding template covers client details, supporting document references, a service agreement, scope confirmation and the kickoff meeting. These are starting tasks rather than a promise that every business has the same process. Add the checks your own service needs.
Tick off tasks as the work happens and add notes when a decision changes the scope. A complete checklist unlocks final approval. The reviewer can inspect progress and activity before approving the handover. If a task needs more work, reopen it and review the workflow again.
The interactive preview contains fictional clients and sample team members, so you can try a complete onboarding without uploading real documents. Changes remain in your browser. Invitations are simulated, and subscription checkout is unavailable until the OROGON merchant connection is configured.
Start with a fictional client, complete the checklist and approve the handover.