Client Onboarding

Client Onboarding across five stages: Welcome, Information Gathering, Internal Orientation, Kick-off, and Post Kick-off. Showcases data collection, a conditional step (Enterprise-tier security review), an approval gate, a Data Table register, and MCP + Slack touchpoints.

5 sections 19 steps Collects data
1

Welcome

  1. Send welcome letter
    • Within one business day of close.
  2. Send new client questionnaire
2

Information Gathering

  1. Collect client intake details
    • Manifestly's MCP server connecting to Claude can pre-fill these fields from a closed-won CRM deal for a human to review.
    Collects email Collects list Collects date Collects text
  2. Establish billing information
    Collects email
  3. Set up shared folders and gather brand assets
    • Logo files, brand colors, style guide.
  4. Update CRM with client information
    • Manifestly's MCP server connecting to Claude can sync these fields from the run.
  5. Enterprise security and MSA review
    • Enterprise tier only. Attach the signed security questionnaire and MSA.
    Collects file
  6. Confirm scope and SOW sign-off
    • A named owner signs off before kickoff work begins.
3

Internal Orientation Meeting

  1. Assemble your project team
  2. Build the deliverables and owners register
    • See the description for the structured Data Table version.
  3. Schedule the initial client meeting
  4. Gather client materials for kickoff
4

Kick-off Meeting

  1. Confirm attendees for client and firm
  2. Plan meeting logistics
  3. Schedule the kickoff meeting
    Collects datetime
  4. Prepare kickoff materials
5

Post Kick-off Meeting

  1. Next-day follow-up call
  2. Schedule 2-week follow-up
  3. Confirm go-live and activate account
    • On go-live, post to the account channel to keep the team in sync.

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Sections 5
Steps 19
Price Free to start
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