A consulting firm was onboarding new clients through a maze of email chains, shared drives, and PDF checklists. We built one portal where every new client actually knows what's happening.
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Faster onboarding
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Fewer support tickets
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Clients onboarded so far
The challenge
Every new client, a different email thread.
Onboarding a new client meant a dozen emails, a shared folder nobody could find things in, and a PDF checklist that was always slightly out of date. Clients felt lost in their first two weeks — exactly when trust matters most.
The approach
One portal, from kickoff to handoff.
We built a branded client portal with a clear onboarding checklist, document sharing, and status updates — so every client always knows exactly where things stand, without emailing to ask.
What we built
1
Guided onboarding checklist
A step-by-step flow that adapts to each engagement type, so nothing falls through the cracks.
2
Secure document center
Contracts, deliverables, and shared files live in one place — replacing scattered drive links.
3
Status timeline
Clients see exactly what stage they're at and what's next, without pinging their account manager.
4
Internal handoff view
When onboarding ends, the delivery team inherits full context automatically — no re-briefing required.
★★★★★
New clients used to email us asking "what happens next." Now the portal answers that question before they even think to ask.
Your email client should have opened with everything pre-filled — hit send and we'll get back to you within a day. If nothing opened, email us directly at hello@stckd.studio.