A structured onboarding journey that turns a scattered start into a smooth handoff.
This demonstration maps a complete client onboarding system — a welcome message, client questionnaire, interactive checklist, resource hub, and automated follow-up plan. AI tools help draft sequences and SOPs while Kristine reviews every output before it reaches the client.
Self-initiated demonstration. BrightPath Home Services is a fictional business. All onboarding steps, messages, and resources are sample content created to showcase onboarding design — a self-initiated sample, not commissioned or paid client work.
7 days
Onboarding arc
9 steps
Tracked steps
3 touchpoints
Automated
6 resources
Templates
Sample client record
BrightPath Home Services
Contact: Maya Rodriguez · Started Oct 6, 2026
Workflow Map
The client journey, mapped phase by phase.
Four phases move the client from a warm welcome to a documented handoff — with clear ownership on every step.
Welcome & Kickoff
Welcome message sent
Automated welcome email delivers a warm intro, what to expect, and a link to the client questionnaire.
Kickoff call scheduled
Client books a 30-minute kickoff via the shared calendar link. Confirmation and reminders are automated.
Discovery & Setup
Client questionnaire completed
Client fills out the intake form covering goals, current tools, team, and priorities. Responses auto-save to the client hub.
Access & accounts gathered
Kristine collects logins, brand assets, and existing documentation into a secure Notion client hub.
Build & Align
Workflow map drafted
Kristine maps the client's onboarding journey and proposed systems, then shares it for review inside the hub.
SOPs & templates created
Checklists, welcome sequences, and onboarding SOPs are drafted and organized in the resource hub.
Client review & feedback
Client reviews the workflow map and templates and leaves comments. Kristine revises based on feedback.
Handoff & Follow-up
Documented handoff
Final handoff document links every system, SOP, and resource. Client receives a walkthrough recording.
Automated follow-up plan activated
Check-in reminders and a 30-day follow-up sequence are scheduled automatically to support adoption.
Onboarding Checklist
Track every step from kickoff to handoff.
Onboarding Checklist
Tap a step to mark it complete — just like a client and Kristine would track progress together.
Resource Hub
Everything the client needs, in one place.
A Notion client hub centralizes the welcome sequence, intake form, checklist, workflow map, SOPs, and resources.
Welcome Sequence
3-email welcome series sent on Day 0, Day 2, and Day 5.
Sample template — not a live document
Client Questionnaire
Goals, tools, team, and priorities — responses saved to the hub.
Sample template — not a live document
Onboarding Checklist
Step-by-step checklist the client and Kristine both track.
Sample template — not a live document
Workflow Map
Visual map of the client journey from kickoff to handoff.
Sample template — not a live document
Onboarding SOP
Repeatable standard operating procedure for new client onboarding.
Sample template — not a live document
Resource Hub
Central home for all links, assets, and documentation.
Sample template — not a live document
AI accelerates the first draft. Kristine owns the quality.
Draft welcome sequences
AI generates the first pass of the 3-email welcome series, then Kristine edits tone and details.
Summarize intake responses
Questionnaire answers are summarized into a clear brief so kickoff starts informed.
Generate SOP first drafts
AI drafts repeatable onboarding SOPs from the workflow map, reviewed before they're shared.
FAQ
About this onboarding demo.
What this demonstrates
- Client journey mapped across four onboarding phases
- Welcome message, questionnaire, checklist, and SOP templates
- Clear step ownership — client, Kristine, or automated
- Documented handoff and an automated follow-up plan
© 2026 Sample onboarding system built by Kristine Gallego. Fictional data — no real client information is collected or stored.