Onboarding audit and client tracker
Find handover failure points, then track payment, information, welcome, kickoff and delivery readiness for each client.
The Business Fix · 009
Build a Client Onboarding System.
The customer has said yes. Why is everyone still chasing what happens next?
Make the route from sale to delivery clear. Confirm the handover, information, payment position and kickoff, then use the client tracker to show what is ready and what is holding work up.
£19one-off · digital toolkit · no subscription
Secure Stripe checkout. No account required.
What should change
A client handover that is ready for delivery.
Missing information delays the start. Promises get lost between sales and delivery. The customer ends up asking for updates before the work has properly begun.
By the time you finish, you should have:
- A sales-to-delivery brief covering promises, scope, risks and payment position
- A clear information request, welcome outline and kickoff agenda
- A client tracker with readiness checkpoints, blockers and next actions
The tools to start with
Sales-to-delivery handover brief
Pass on scope, exclusions, payment position, promised timing and open risks so delivery does not have to reconstruct the sale.
Client information checklist
Choose what this service actually needs and mark information requested, received or not needed, with someone checking completeness.
Look inside the system
See the working tools before you buy.
These graphics use the matching product cover and selected previews from the real files in Business Fix 009. They show the structure and route without exposing the complete buyer pack.
Select any image for a larger view. Preview content is intentionally limited.
Is this the right fix?
Start with the problem you recognise.
You sell services or projects and need clients and delivery staff to understand the same next steps after the order is agreed.
Choose something else if...
You need a client portal, automated onboarding emails, contract drafting or a payment-processing system.
The working method
Turn yes into a visible onboarding route.
Move from order confirmation through payment where relevant, information, handover, kickoff, delivery readiness and a recorded completion point.
Worked example
The tracker shows a client waiting for information before kickoff, names the owner and records the next action instead of letting the customer repeatedly ask what happens next.
Examples show the method; they are not a promise about your business.
Included
What the working files help you do.
- Client onboarding starting guide — Review the gap between a signed sale and delivery readiness before another client starts with missing information or unclear expectations.
- Onboarding audit and client tracker — Find handover failure points, then track payment, information, welcome, kickoff and delivery readiness for each client.
- Second copy of the onboarding workbook — This is the same combined audit and tracker supplied under a second filename, not an additional independent tracker.
- Onboarding decisions worksheet — Record changes to the handover, client information and welcome process, including who is responsible for making them happen.
- Sales-to-delivery handover brief — Pass on scope, exclusions, payment position, promised timing and open risks so delivery does not have to reconstruct the sale.
- Client information checklist — Choose what this service actually needs and mark information requested, received or not needed, with someone checking completeness.
- Welcome email outline — Explain the next milestone, contact and information needed now. Check that the message matches the order before sending.
- Working expectations checklist — Agree communication, response times, approvals and change handling so the client knows how the working relationship will run.
- Payment and delivery-readiness checkpoint — Confirm the agreed payment or deposit position from the source of truth before marking the client ready for work to begin.
- Kickoff meeting outline — Cover scope, success, responsibilities, dependencies and immediate actions, ending with an owner and date for each next step.
- Onboarding improvement review — Check whether your chosen handover change was implemented and what the next client’s experience tells you to adjust.
- Onboarding draft prompt — Use approved client notes to prepare onboarding material, with facts, gaps and promises checked by a person before use.
Also in the download: supporting files and notes
- Product cover artwork
The numbered product cover is included for identification. It is not an additional business tool.
cover-009.svg - File guide and opening instructions
Identifies the starting files and explains the order of work if the download is unpacked or separated.
README.txt
Additional blank working notes
These files share the same blank fields for facts, assumptions, owner, date, next action and evidence at review. Use them to record your own thinking on the named topic. They are not additional calculators, populated plans, scripts or software tools, even where a historic filename suggests otherwise.
- Onboarding timeline — blank notes06-onboarding-timeline.txt
- Responsibility matrix — blank notes07-responsibility-matrix.txt
- Document access request — blank notes09-document-access-request.txt
- Internal handover checklist — blank notes12-internal-handover-checklist.txt
- First 30 days customer plan — blank notes13-first-30-days-customer-plan.txt
- Onboarding completion checklist — blank notes14-onboarding-completion-checklist.txt
Related Business Fixes
When onboarding involves several people, bring recurring blockers and responsibilities into the management review.
Questions clients repeatedly ask during onboarding can inform useful marketing. Use only material you have permission to share.
Questions before buying
Why buy this rather than use a free template or ChatGPT?
A welcome email alone cannot tell delivery what was promised. This pack connects the handover, information request, expectations and readiness tracker, so you can check the whole start rather than improve just one message. It can sit alongside your current CRM or project tool.
What does this Business Fix help me do?
Make the route from sale to delivery clear. Confirm the handover, information, payment position and kickoff, then use the client tracker to show what is ready and what is holding work up.
What is included?
The main tools include Client onboarding starting guide, Onboarding audit and client tracker, Second copy of the onboarding workbook.
Is it a course?
No. These are downloadable files, not lessons or a subscription. You do the work in your own business.
When can I buy it?
It is available now through secure Stripe checkout. The listed price is the final customer price.
The Business Fix 009
Prepare a clearer start for your next client
£19 one-off payment. Digital download. No subscription.
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