Client Onboarding
Give new clients a confident start — set up their record, align on scope, and kick off delivery.
#Business goal
Start every engagement organized and aligned.
#When to use this
Immediately after closing a deal.
#At a glance
| Detail | Value |
|---|---|
| People involved | Sales owner, Operations, Delivery lead |
| Departments used | Sales, Operations |
| Modules used | CRM, Projects |
| AI used | Sales Agent drafts outreach and proposals; you review and send |
| Recommended timeline | First 1–2 weeks |
| Prerequisites | CRM access; Leads in the pipeline |
#Step-by-step process
1
Confirm the client record
Ensure the activated client's details are complete.
2
Create the delivery project
Set up the project and initial tasks.
3
Align on scope and timeline
Confirm expectations and milestones with the client.
4
Give portal access
Share the client portal for deliverables and invoices.
#Decision points
Decisions to make along the way
- What are the first milestones?
- Who is the client's main contact?
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- Faster time-to-first-deliverable
- Clear client expectations from day one
#Best practices
- Reuse a consistent onboarding checklist.
- Set expectations early to avoid surprises.
#Common mistakes
- Starting work before scope is aligned.
- Skipping the client portal introduction.
#Realistic example
In practice
After the win, Operations creates the project, the delivery lead confirms milestones, and the client gets portal access to review deliverables and pay invoices.
#Related documentation
Project Kickoff
Start delivery.
Client Review
Portal approvals.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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