Before automating client onboarding, make three states visible: brief completeness, scope ownersh...Before automating client onboarding, make three states visible: brief completeness, scope ownersh...
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Adam P
• Aug 20
Before automating client onboarding, make three states visible: brief completeness, scope ownership, and access readiness.
This self-initiated mock-up uses synthetic data to show how one workflow map can separate the primary path, an incomplete-brief loop, and a human approval gate.
The goal is not to make a process look automated. It is to show what is known, what is missing, and where a person still decides.
Full case study: https://contra.com/p/O2bN66Lm-creative-agency-client-onboarding-workflow-map
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