Short answer. Client onboarding is the process of confirming scope, contacts, access, responsibilities and the first steps before delivery begins.
What does this look like in client work?
Confirm the approver and brief, prepare a welcome document and give the client access to the shared starting point.
How should a team use the idea?
Choose one current engagement. Identify the record you maintain, who owns the next action and which information the client needs. Keep the process clear before adding automation or another tool.
Where does Flotick fit?
Flotick connects CRM and delivery records for agencies and freelancers. Read the linked feature guide for supported behavior, permissions and plan boundaries; this definition is not a promise that every possible workflow is automated.
