Best for
Service businesses that win work but then scramble to collect files, clarify scope, schedule kickoff, or explain next steps.
Value DeliveryHow-To GuideAMC Guide
How to Onboard a New Client
Create a smooth client onboarding process that collects the right information, sets expectations, prevents confusion, and starts delivery cleanly.
How to use it
Send a welcome email immediately after purchase or signature.
Collect intake, files, access, and goals.
Run kickoff with scope, timeline, owners, and next actions.
Owner Playbook
Detailed instructions
1
Trigger onboarding automatically
The client should never wonder what happens after payment. A clear welcome email reduces anxiety and support work.
Send confirmation and next steps.
Link to intake and scheduling.
Explain what the client should prepare.
2
Collect what delivery needs
A strong intake form prevents repeated follow-up and gives the team enough context to start work.
Ask for goals, audience, current assets, access needs, and constraints.
Allow file uploads or shared links.
Confirm who approves work.
3
Start with alignment
Kickoff should confirm the work, timeline, responsibilities, and communication rhythm.
Review scope and deliverables.
Confirm milestones and dates.
Send a written recap after kickoff.
Need this built into your business?
Turn the guide into a working system.
Use the AMC marketplace for business apps or submit intake when you want the workflow, dashboard, automation, or operating process built for you.