Client system / preview

Client Onboarding Automation Kit

Build a client-ready workflow that you can adjust, copy, and hand to your delivery process. No hidden automation or integrations—just a clear operating checklist.

Checklist output

Client workflow

Ready to run

FLOWKIT / CLIENT ONBOARDING WORKFLOW

PROJECT
Client delivery system

CLIENT TYPE
Strategy and implementation clients

01. INTAKE
[ ] Send intake form covering: Goals, primary contact, current tools, decision makers
[ ] Confirm receipt within one business day.
[ ] Review answers and list open decisions before kickoff.

02. WELCOME SEQUENCE
[ ] Send welcome note covering: Welcome email, project timeline, communication norms
[ ] Introduce the workspace and its single source of truth.
[ ] Confirm the first client action and due date.

03. PROJECT KICKOFF
[ ] Prepare: Kickoff agenda, shared workspace, success criteria
[ ] Share scope, working rhythm, and feedback rules.
[ ] Record decisions and owners in the project workspace.

04. HANDOFF
[ ] Complete: Final review, delivery links, ownership notes, next steps
[ ] Deliver final files and access details.
[ ] Ask for a closeout confirmation and capture follow-up opportunities.


CLIENT WELCOME EMAIL
Subject: Welcome to Client delivery system

Hi —

We are ready to begin. The first step is a short intake so we can make the kickoff useful and keep the work moving without unnecessary back-and-forth.

You will find the timeline, workspace, and communication details in the welcome note. Please reply when your intake is complete, and we will confirm the next milestone.

— FlowKit

Preview workspace

This guided preview is open to explore. Full FlowKit access will be available with the product release.