Work & Ops

Client Onboarding Relay

by Bosotter

Client Onboarding Relay maps how a new client gets from Paid to Form to Access to Done, based on what you describe. It works at the first two levels of trust: it observes and prepares. It never sends, publishes or contacts anyone. After the map, it helps you write a short job description for your onboarding: what it owns, what it needs to start, what it may do, what it must ask about first, and when a client counts as done. Every setup is custom. Start with a $97 door call to trial one real client path, or a $397 build that takes the next step with your approval.

Work & Ops Public template