# Client Onboarding Workflow

Map client onboarding from signed agreement through intake, access, kickoff, delivery setup, and first success milestone.

## Best for
- Agencies
- Consultants
- Professional services

## Intake
- [ ] Required client data
- [ ] Documents
- [ ] Contacts
- [ ] Goals

## Setup
- [ ] Systems access
- [ ] Workspace
- [ ] Owners
- [ ] Timeline

## Kickoff
- [ ] Agenda
- [ ] Decisions
- [ ] Risks
- [ ] Next actions

## Success
- [ ] First milestone
- [ ] Acceptance criteria
- [ ] Reporting cadence

## Related UbiGrowth resources
- https://www.ubigrowth.ai/resources/ai-workflow-automation
- https://www.ubigrowth.ai/resources/ai-crm

Use this template as a planning aid. Adapt approvals, controls, and review requirements to the consequences of the workflow.