Client Onboarding
How newly closed clients are set up, granted access, and guided to their first breakthrough.
From trigger to completion handoff
Primary unit economics indicator
✓ Delegated to Tom Reynolds
🎯 Process Purpose
Deliver time-to-first-value within 7 days while establishing communication cadences and data access.
📥 Process Inputs
Signed contract, client project lead details, initial environment credentials.
📤 Process Outputs
Configured MARS-OS workspace, team kickoff completed, 30-day roadmap approved.
Step-by-Step Workflow Visualizer
Process Steps Flow(5 total steps)
Click any step to inspect checkpoints, tools, and AI opportunities.
Automated Workspace Provisioning
Provision dedicated Supabase instance, Slack Connect channel, and shared Notion dashboard.
Operational Baseline Questionnaire
Client completes asynchronous audit of team capacity, core tools, and current KPI measurement methods.
AI Gap & Opportunity Synthesis
Analyze questionnaire data to identify highest ROI automation opportunities and process bottlenecks.
Instant Gap Analysis & Benchmarking
Kickoff Strategy & Alignment Call
Live 60-minute strategy call with founder and core leads to finalize priority focus and milestone roadmaps.
Onboarding Health Review & Signoff
Confirm client has completed first workflow milestone and record NPS score for onboarding phase.
Client onboarding cycle time spikes when documents are scattered across shared drives. Build a structured data foundation first.