Human ElementzPlanned
Human Elementz Consultancy
Client Onboarding Pack
A single document your associates can follow when a new consulting client signs.
Owner: MeiDue 6 OctProcess document
Status
Whatever you pick here is what the client sees.
What we're doing
Shown on their project page.
- Nothing listed yet.
What we need from them
Appears under 'What we need from you'.
- Nothing listed yet.
Output usage
Propose what this will use. The client approves before we start — nothing is deducted silently.
Social media posts6 delivered · 0 reserved · 2 free (September)0
Short-form videos1 delivered · 1 reserved · 0 free (September)0
Website design pages3 delivered · 0 reserved · 2 free (This project)0
Documents & templates2 delivered · 0 reserved · 1 free (September)0
Deliverables
We link to the shared Drive — we don't host their files.
- Nothing attached yet.
Post an update
Lands in their activity feed straight away.
Client sign-off
Every approval is recorded against a name and a time.
Nothing has been sent for approval yet.
Activity
Exactly what the client sees.
- No updates yet.