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Business
Client Onboarding
Deliver a seamless first impression. From signed contract to fully productive client in 30 days.
22 tasks30 daysClockwork Team
Sample tasks
1
Send welcome email + next steps
15 min
2
Schedule kickoff call
10 min
3
Kickoff call — goals & expectations
60 min
4
Create client workspace & share access
20 min
5
Collect required documents
30 min
6
Complete intake form review
45 min
7
Deliver first project deliverable
120 min
8
30-day check-in call
30 min
+ 14 more tasks when you launch
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