Before you begin

Two quick steps before you can generate your onboarding package.

1

Fill out the New Client Intake Form on Monday. Click the button below to open the intake form. Once submitted, the deck, Slack channel, and shared folder are auto-created on Monday.

Open New Client Intake Form ↗

2

Refresh from Monday. Once the intake form is submitted, click below to pull your new client into this tool.

Who are you?

Pick your name so we can personalize the package and sign-offs.

Account Executive

👋

Hello!

Let's get your new client onboarded.

Client Name

Client Type (select all that apply)

✓ Regular

✓ PSEO

✓ Sherpa

✓ Creative

⚠️ Please edit these email templates based on the client's personal needs. Replace [Replace Client Name/Folder] with the shared folder link — this can be found in the last column of the Account Management Board after the intake form is submitted.

Section 1 — Internal Checklist

Section 2 — Onboarding Email

Section 3 — Discovery Call Follow-Up

📊 Onboarding Dashboard

Every package generated through this tool is logged here so the team can see who's been onboarded and by whom.