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CLIENT OPERATIONS HUB · Where chaos becomes process and clients think you have a whole team.

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IN THIS SECTION · Client CRM · Onboarding Checklist · Project Tracker · Offboarding Checklist

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• Databases: Client CRM · Project Tracker </aside>

📇 Client CRM

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Use the database view below to store every client (and link their projects). Add a new client with New.

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Client CRM

🟢 Client Onboarding Checklist

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Use this for every new client. Every. Single. One. Consistency = professionalism.

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• [ ] Proposal sent and approved
• [ ] Contract signed
• [ ] Invoice / deposit collected
• [ ] Welcome email sent
• [ ] Onboarding questionnaire sent
• [ ] Kick-off call scheduled
• [ ] Access granted (tools, drives, calendars)
• [ ] Project setup created
• [ ] Communication preferences confirmed