KariTECH
Teams / Client Services
CLIENT ONBOARDING / ILLUSTRATIVE WORKFLOW

A confident start for every client.

Turn the kickoff into a clear first handoff, with the right context, access, and owner in place.

Build a client handoff brief
A lime starter card sits in a graphite tray beside frosted onboarding folders.
CLIENT ONBOARDING / A CONNECTED WAY TO WORK
THE SHIFT

Same team.
A different way to work.

WITHOUT A CONNECTED WORKFLOW

When someone has time.

The team copies kickoff notes, creates folders, asks for assets, and repeats the same access requests. The handoff depends on someone remembering every step.

WITH A CUSTOM WORKFLOW

A process that keeps moving.

An agreed kickoff trigger creates the onboarding checklist, requests missing inputs, and routes a structured handoff to the delivery owner.

WHAT THIS MAKES PRACTICAL

Every new client gets a complete, trackable start without asking your best operator to rebuild the process each time.

THE WORKFLOW

Here’s how it
could come together.

A consistent onboarding experience even when several clients arrive in the same week.

  1. 01

    Capture the essentials

    Collect the goal, first deliverable, stakeholders, and source material once.

  2. 02

    Create the working structure

    Set up the agreed tasks, folders, and access requests in your existing systems.

  3. 03

    Follow up on missing inputs

    Show gaps and send appropriate reminders to the person who can resolve them.

  4. 04

    Make the handoff explicit

    Ask the delivery owner to confirm that the team has what it needs to begin.

WHAT GOES IN

A completed kickoff form, agreed scope, team ownership, and source-asset references.

WHAT COMES OUT

An assigned onboarding plan, visible missing inputs, and a delivery brief that is ready for review.

WHAT WE WOULD MEASURE
  • Time spent setting up a client
  • Missing details at the first handoff
  • Time to the first agreed deliverable
PEOPLE KEEP THE FINAL CALL

Built to support
your judgment.

Your team confirms scope, approves the working plan, and checks access. Automation should request only the permissions needed for the agreed work.

TRY ONE BUILDING BLOCK

Start with something useful.

Try the brief format first. A custom workflow can populate the same structure from your intake and project systems.

Build a client handoff brief
LET’S FIND YOUR FIRST WORKFLOW

What’s slowing
your agency down?

Bring one recurring headache and the tools you use.
That’s enough to start a useful conversation.

Discuss your workflow

Tell us what happens today.
We’ll explore what could work better.