Five questions a client-onboarding tracker should answer in 30 seconds
A client-onboarding tracker is useful only if the team can answer these five questions quickly:
What has been received?
What is still missing?
Who owns the next action?
When is it due?
When did the client last receive an update?
I built this fictional demonstration around those questions. It records access status without storing passwords and keeps technical decisions with the client’s authorised professionals.
For small professional-services teams, the objective is not another spreadsheet. It is a shorter exception review and a cleaner handover.