Process guide

4 steps to onboard a new client

A clear, repeatable flow your whole team can follow — from kickoff to go-live.

1
2
3
4
How it works

From signed contract to live in 5 days

1

Kickoff call

Agree goals, owners and the go-live date.

2

Collect docs

One shared checklist, no email chains.

3

Configure

Accounts, roles and data set up for them.

4

Go live

Launch together and review in week two.

Day 1Day 2Days 3–4Day 5
%live in week one
The result

of new clients go live in their first week

3 days
average setup
1 owner
per step, always
Client onboarding, step by step.
Get the free template
halde.io/onboarding