Client Intake
A client signs: this prepares the whole onboarding pack in one pass. The checklist is built from the plan, segment, region and seat count rather than copied from a template, the kickoff is held five working days out, and the welcome email is written ready to send. You approve before anything leaves.
The application
The published app, exactly as it runs. This preview is not interactive.
The workflow
What runs behind it: 5 steps, 1 screen.
Uses