Decision criteria
These criteria define the page. A product is not rewarded for affiliate availability or commission.
- Acceptance trigger
- Client and contact records
- Intake
- Access and files
- Project creation
- Billing schedule
Six onboarding stages
Confirm acceptance, create the client record, collect missing information, provision access, create delivery work and schedule the billing path. Each stage needs an owner and completion condition.
Automate only the stable parts
Record creation, reminders and task templates are good candidates. Scope interpretation, exceptions and sensitive access may require human review.
Run a test client
Use a non-sensitive test record and verify every field, notification, permission, duplicate rule and failure recovery before using the workflow with a client.