Client Onboarding
Give clients a smoother start and reduce repeated setup admin.
- Setup fee
- £1,750
- Monthly support
- £449
- Delivery
- Target: two weeks once scope and access are ready.
A fixed-scope system for one clear bottleneck.
Turn new-client admin into a clear sequence of forms, checks, and handoffs.
The repeated work
New clients can get a patchy start when forms, checks, documents, and internal handoffs depend on memory.
What DejaDo builds
An onboarding system that sequences the repeated manual steps, captures the right information, and prompts handoffs.
What changes
New clients get a clearer start while the team spends less time chasing the same setup information.
What is included, and what is not.
Lite works because the edges are clear. Exclusions protect the fixed scope and keep the build practical.
Included
- Scope confirmation
- System build
- Basic testing
- Client handover
Not included
- New software subscription costs
- Major platform migration
- Custom software outside the agreed scope
When this Lite system makes sense.
The best Lite projects start with a repeated bottleneck the business can already name.
Good fit
- Businesses with repeated new-client setup steps.
- Teams that know what information they need before work starts.
- Owners who want a smoother handover from sale to delivery.
Not a fit
- Businesses needing a full client portal build.
- Teams without an agreed onboarding sequence.
- Large operational redesigns across multiple departments.
Ready to fix this bottleneck?
Tell us what tools you already use and where the repetition is. We'll confirm whether this Lite system fits before anything is built.