Library · Advisory

Onboard a new client

A ready-made journey for anyone who wants to onboard a new client: 7 steps, about 3 hours in all, in an order that works — work steps of 30 minutes or less, with real-world sessions kept whole.

Opens in Nextep with a two-minute first step lit. Free, and no account needed to begin.

When it's useful

When you have decided to onboard a new client but the first move is fuzzy. Nextep shows one step at a time, keeps the rest in order, and never calls anything overdue — a day that slips simply becomes today.

The steps

1. 1Confirm the signed scope and dates20 min
2. 2Collect access, documents and contacts30 min
3. 3Book the kickoff call15 min
4. 4Send the agenda ahead of the call20 min
5. 5Run the kickoff and agree the first milestonetime block · 60 min
6. 6Send the written recap20 min
7. 7Set the recurring check-in15 min

Work steps over 30 minutes are split into parts when you start, so they fit somewhere in a day; sessions — a run, an appointment, a call — stay whole.