A simple client onboarding workflow
Last updated October 10, 2026
Move from an inquiry to an organised project with fewer missing details.
Capture the inquiry
Record the client name, contact details, service, source and desired outcome. Add the next contact date. A public inquiry form can bring requests into your workspace.
Clarify the scope
Confirm deliverables, budget, timeline and approval contact. Use additional contacts and custom fields only when they answer a real business question.
Start the project
Agree the proposal and any contract separately. Use the client page for shared tasks and status updates. Internal notes and internal tasks should stay in the workspace.