Client Onboarding

What We Need From You

  • Team Access: Introduce your freelancers/in-house team.
  • Tool Permissions: Read-only access to project management tools.
  • Key Contacts: Identify decision-makers for urgent approvals.
Why Clients Love Our Onboarding
  • Speed: PM assigned in 48 hours.
  • Clarity: No jargon—just actionable steps.
  • Support: 24/7 chat support during setup.
Your Roadmap to Stress-Free Project Management:

  • Step 1

    Initial Consultation (Day 1)

    Goal: Understand your project, team, and pain points. What Happens: Free 30-Min Call: Discuss your goals, deadlines, and challenges. Pain Point Audit: We identify bottlenecks (e.g., communication gaps, missed milestones). Plan Matching: Recommend the

  • Step 2

    Sign-Up & Kickoff (Day 1–2)

    Goal: Formalize the partnership and assign your PM. What Happens: Sign Digital Agreement: Review and approve the scope, pricing, and terms. Onboarding Questionnaire: Share details about your team/freelancers, tools (e.g., Jira, Slack), and key stakeh

  • Step 3

    Project Setup (Day 3–5)

    Goal: Align your team and tools with our Agile workflows. What Happens: Tool Integration: Connect your Jira/Trello/Slack with our systems. Team Introduction: Your PM meets your freelancers/team to establish rapport. Process Overhaul: Create a Sprint

  • Step 4

    First Sprint Kickoff (Day 6)

    Goal: Start strong with structured workflows. What Happens: Sprint Planning Meeting: Finalize tasks, deadlines, and responsibilities. AI Risk Scan: DeepSeek audits your project for potential bottlenecks. Stakeholder Alignment: PM briefs your team lea

  • Step 5

    Ongoing Management (Week 2+)

    Goal: Deliver results while you focus on growth. What Happens: Daily Stand-Ups: PM leads your team in 15-minute syncs. Weekly Demos: Review progress and adjust priorities. Monthly Check-Ins: Strategic meetings to refine long-term goals. Deliverables: