Client Onboarding System

Create a structured onboarding system for collecting information from clients after proposal signature and acceptance. This will allow agencies to gather required project information and manage onboarding responses.

Key elements include:

• Onboarding request management

• Client onboarding forms

• Meeting link displayed in dashboard

• Client check-list

• Onboarding response storage

• Agency onboarding configurator

• Agency onboarding dashboard

• Client onboarding dashboard