Client onboarding command center

This Exact Client Onboarding Process Made Me $500k in 30 Days

Built for CareFlow Setter operators to turn a verbal yes into a clean client dashboard, signed agreement, paid invoice, welcome chat, onboarding call, kickoff call, and first delivery.

Weight Loss Template Start Intake
Launch readiness 64% Checklist completion
Next manual action Book onboarding call Do before leaving sales call
Payment window 24h Then three-step follow-up
Client impression Gift + dashboard Send after invoice paid
Presumptive close workflow

From yes to kickoff

01
Get the yes Assume the client is moving forward and keep momentum alive.
Manual
02
Book onboarding call Schedule it on the sales call, ideally within 24 to 72 hours.
Manual
03
Submit trigger form Capture company, buyer, package, price, address, call time, and offer.
Manual
04
Send contract + invoice Agreement and invoice go out immediately from the trigger form.
Auto
05
Create group chat + welcome message Introduce the team, hype the result, confirm call, and link the form.
Auto
06
Check payment and send gift After invoice paid, tag the client and notify the hamper supplier.
Auto
07
Wire all sub-accounts SETTEROSCOCKPIT provisions the accounts and Claude Cowork connects dashboards, chats, recordings, assets, and operator access.
Auto
08
Run onboarding call Set expectations, finish missing intake, reveal the dashboard, book kickoff.
Manual
09
First delivery + kickoff Present strategy, reintroduce team, answer questions, and launch.
Manual
Client dashboard

Roadmap

Client-facing
Day 0Close, contract, invoice, group chat, welcome message.
Day 1-3Onboarding call, finish access, reveal dashboard.
Day 3-7Build first strategy, scripts, routing, calendar path.
KickoffPresent first-stage work, collect feedback, launch.
CareFlow Client Workspace Island Glow Med Spa
Intake statusAwaiting final access
Primary offerNew patient consultation
CommunicationWhatsApp group + email summaries
Template shortcutOpen Weight Loss Assessment
Automation map

SETTEROSCOCKPIT + Claude Cowork handoff

SETTEROSCOCKPITTrigger formContractInvoicePayment follow-upSub-account provisioning
Claude CoworkClient dashboardGroup chatWelcome messageCall recording archiveSub-account wiring
OpsManual payment chaseOnboarding callFirst deliveryKickoff call
Sub-account wiring

Wire every client account before kickoff

SETTEROSCOCKPIT + Claude Cowork
Trigger form

Client setup details

Ready to generate.
Launch brief

Generated handoff

Submit the trigger form to generate the CareFlow launch brief.
Onboarding call

Agenda

  1. Set expectations and realistic timeline.
  2. Finish onboarding form and access steps.
  3. Reveal the client dashboard.
  4. Confirm next steps.
  5. Book kickoff call.
Kickoff call

Agenda

  1. Answer open questions first.
  2. Reintroduce delivery team.
  3. Present first-stage strategy.
  4. Collect feedback and approve launch.
Welcome message

WhatsApp-ready script

Welcome aboard. We are excited to help you turn more health and wellness inquiries into booked appointments. I have added the CareFlow team here so everyone knows who is helping with your launch. Your onboarding call is confirmed for tomorrow at 11:00 AM ET. Please complete the onboarding page before then so we can move faster.

Client assets

Everything the dashboard should hold

Open Existing Intake
RoadmapSimple timeline that prevents expectation drift.
Onboarding FormOffer, lead sources, competitors, assets, access, and rules.
File StorageGoogle Drive folder for logos, photos, scripts, screenshots, and exports.
Call RecordingsOnboarding, kickoff, reports, summaries, and action items.