Firm of One · Client Onboarding

Onboarding Workflow

The exact steps to take after closing a deal — follow these in order to confidently guide new clients through setup

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Onboarding Progress

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Step 1 · 2 min

Create the Client Lead Record

Why This Step Matters

This is your single source of truth — it holds qualification data, tier, billing, trial dates, and the briefing. Without it, none of the automated workflows can fire.

How to Execute

1

Go to Appointment Prep or Prospect Management

2

If converting from a Prospect: mark them "Scheduled" in Prospect Management

3

Create the Lead record with: client_name, industry, contact_info, annual_revenue, biggest_bottleneck

4

Set tier (core or architect) and base_fee

5

Set lead_status to "qualified" — this triggers the appointment briefing workflow automatically

Appointment Prep Prospect Management

What to Tell the Client

"Welcome aboard! I'm creating your client file now — this is where we track everything from your qualification data to your billing and trial progress."

Onboarding Timeline

Step 1 of 9