Total visibility across every onboarding
When you're onboarding multiple clients at once, it's easy for things to slip through — especially when each client is at a different stage. The Client Onboarding Tracker solves this by giving Rose and the founder a real-time view of every active onboarding, all in one place.
No need to remember where each client is, what they're waiting for, or what's overdue. The tracker does that automatically — and it flags anything that needs attention before it becomes a problem.
Every client. Every stage. One view.
Each row represents one client. Each column is an onboarding milestone. The color coding shows what's done, in progress, pending, or flagged.
| Client | Start Date | Welcome Email | Intake Form | Kickoff Call | Tool Access | Recurring Setup | Status |
|---|---|---|---|---|---|---|---|
| Client A Professional Services |
May 12 | Done | Done | Done | Done | Done | Complete ✓ |
| Client B Real Estate |
May 19 | Done | Done | Scheduled | Pending | Pending | In Progress |
| Client C Legal Services |
May 21 | Done | Overdue | Not yet | Not yet | Not yet | Flagged 🔴 |
| Client D E-commerce |
May 26 | Scheduled | Not sent | Not yet | Not yet | Not yet | Starting Soon |
Eight milestones. Every client. Every time.
Catching problems before they become delays
🔴 Intake form not submitted within 48 hours — Rose sends a friendly reminder; flags to founder if no response by Day 3.
🟡 Kickoff call not scheduled within 3 days — Rose follows up with 2 alternate time options.
🔴 Tool access not received within 5 days — Escalated to founder with suggested next step (direct call, alternative tools).