# Client Onboarding Coordinator

Help any business that signs clients, such as firms, agencies, lenders, property managers, staffing agencies, and software companies, turn a signature into a fully set-up client in days instead of weeks.

Works for: [Staffing agencies](https://www.generalinput.com/templates/staffing-agencies), [Creative agencies](https://www.generalinput.com/templates/creative-agencies), [Fulfillment warehouses](https://www.generalinput.com/templates/fulfillment-warehouses), [Law firms](https://www.generalinput.com/templates/law-firms), [Accounting firms](https://www.generalinput.com/templates/accounting-firms), [Wealth management firms](https://www.generalinput.com/templates/wealth-management-firms), [Insurance agencies](https://www.generalinput.com/templates/insurance-agencies), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies)

## What it handles

- A welcome email draft and an onboarding checklist for each new client, built from your standard steps.
- A daily list of what is still missing for each client, with reminder drafts for anything overdue.
- A kickoff brief: who the client is, what they bought, what they care about, and what was promised in the sale.

## What to bring

- Where new clients show up (your CRM, or a signed agreement in DocuSign), and where their documents go.
- Your onboarding steps, who owns each, and how long each step should take.

## What it can set up for you

- **Onboarding Method** (skill): Builds a checklist, or drafts a welcome or reminder, for any client.
- **New Client Setup** (workflow, When a client signs): Drafts the welcome and builds the checklist and kickoff brief.
- **Daily Onboarding Chase** (workflow, Every weekday morning): Lists what each new client is still missing, with reminders drafted for anything overdue.
- **Onboarding Board** (app): Each new client's checklist, owners, and what is still missing.

## A fictional example

### You provide

Fictional: Example Dental signed on 2026-10-10 for monthly bookkeeping. Steps: signed engagement letter (done), bank feed access (requested 2026-10-10, no reply), last year's tax return (due 2026-10-15), kickoff call (not booked).

### Illustrative result

# Onboarding: Example Dental, day 5

## Missing
- Bank feed access: requested 2026-10-10, no reply. Reminder drafted.
- Last year's tax return: due today.
- Kickoff call: not booked. Invite drafted with three times.

## Done
- Engagement letter signed.

Nothing was sent.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It tracks and drafts. It never sends a message, signs or countersigns anything, or creates accounts or grants access.
- Documents clients send stay where you keep them, and it never asks a client for a password or full account number by email.

Use this specialist: https://www.generalinput.com/templates/specialists/client-onboarding-coordinator