Customer sign-in and workspace
Provide a customer-specific login and a workspace for the information, requests and documents shared with that account. Define access for the customer and your team.
All servicesFrom a customer’s answers to a prepared team
Client Intake & Onboarding
Build an organized intake and onboarding process with the questions, customer access and team review your service needs. Replace disconnected emails with a clear place to collect information, track completion and prepare the next phase of work.
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Client onboardingClient sign in
Your information.
Your next steps.
Emailyou@company.com
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Sign in The customer knows what to provide. Your team receives a structured brief it can review and use.
What the service can include
Capabilities built around the job.
The customer knows what to provide. Your team receives a structured brief it can review and use.
Forms built around your service
Collect the goals, requirements, contacts, preferences and supporting details your team needs. Organize the questions into a sequence that makes sense to the customer.
Progress and required information
Show what has been completed and what remains. Define required answers and supporting information before a customer submits the intake for review.
Documents and asset collection
Organize requested files or approved asset links alongside the customer brief. Keep the team’s requests attached to the right customer and work.
Submission and team review
Give your team a clear view of the submitted information, its review status and the next action. Define how corrections or additional details should be requested.
Tasks, kickoff and ongoing handoff
Connect the completed intake to account ownership, kickoff preparation and the tasks needed to begin the agreed service.
Customer communication and reminders
Set the messages and reminders around unfinished steps, submitted information and the next action, using the communication channels agreed for the project.
Controlled updates and history
Define when information is editable, when a submission is ready for review and how later changes should be recorded.
Automation, step by step.
| When this happens | Rules we define | What happens next |
|---|---|---|
| A customer is ready to start | Create the agreed account access and intake checklist. | Give the customer a clear route to provide the required information. |
| The customer submits completed intake | Record the answers and connect the submission to the customer workspace. | Make the structured information available for team review and next-step assignment. |
| The team reviews the submission | Apply the review result and outstanding-information rules. | Prepare kickoff tasks or request the additional details needed to proceed. |
Client intake for Momentum Department.
One of our clients, Momentum Department, uses a customer portal we built for its intake and onboarding process. The portal collects business goals, target audience, brand voice, preferred channels, brand asset links, approval contacts and kickoff preferences. The customer can see the onboarding checklist and submit the completed information. Momentum’s team can then review the answers in its workspace and prepare the next stage of the service.
- 01Customer signs in to their workspace
- 02Business and brand information is completed
- 03The completed intake is submitted
- 04Momentum reviews the customer brief
From the first action to the handoff.
Customer signs in
The customer opens their account and sees the information to provide.
The brief takes shape
They complete the questions, contacts, preferences and asset details.
The submission reaches the team
Your team reviews the organized information in its workspace.
The work is prepared
The account owner has the brief, outstanding items and kickoff tasks.
What we deliverA defined setup.
A defined setup.
A usable workflow.
These are the building blocks we scope with you for this service. Your proposal identifies the specific deliverables and responsibilities.
- Customer access and workspace design
- Service-specific questions and field requirements
- Completion and submission workflow
- Team intake and review workspace
- Agreed reminder and handoff rules
- Testing of customer and staff journeys
The systems behind the work
Connections with a purpose.
We review access, available interfaces and information ownership before implementing the agreed connections.
- Customer and contact records
- Document or asset storage and approved links
- Team tasks, kickoff calendars and notifications
What we agree before implementation
The workflow and expected outcome. The software and access required. The data and content to prepare. The actions needing approval. The test and launch plan. The implementation price and ongoing support scope.
Clear expectations
Questions about this service.
Can customers have their own login?
Yes. We can build a customer-specific workspace with the access and information-sharing rules agreed for the service.
Will our team receive the answers in an organized place?
Yes. The submitted information is connected to the customer and made available in the agreed team workspace or connected system.
Can onboarding start from a won opportunity?
Yes. We define the trigger, such as an accepted proposal or approved customer-stage change. That trigger can start the agreed access, checklist and task workflow.
A focused first conversation
Book Free 15Min ConsultationLet’s define a useful starting point.
In 15 minutes, discuss the work, the tools involved and a practical starting point. We’ll explain what is needed to define the next step.