Client onboarding, without the scavenger hunt
Turn a signed yes into a clean project start.
Capture the handoff once, see what is missing, and give delivery a single readiness view. This demonstration keeps every event local.
- 01Collect the essentialsScope, date, goals, assets, and access.
- 02Build the checklistSix deterministic milestones, no hidden automation.
- 03Start when readyThe workspace names the next action and owner.
Operations view
Project readiness
One queue for every missing handoff item.
No projects yet. Create one to exercise the workflow.