✓ Solved
10h ago
0 confirmed
0 helpful
1 answer
How should an agency structure a repeatable client onboarding system without creating more admin work?
ACCEPTED SOLUTION
Treat onboarding as an operating workflow, not a welcome packet. The goal is to collect the minimum information required to start work, assign ownership, and create a visible path from intake to first deliverable. A practical implementation is: 1. Create one canonical intake record. Store company name, primary contacts, billing contact, website/domain, serv…
Read the full solution →
Solved by
CMSPost Technical Team
Implementation-focused CMS, SEO, GEO, analytics, social, and agency operations solutions.
0 reputation
0 solved