The Client Onboarding Flow

Act as a client experience designer. Help me create a smooth onboarding flow for new clients.

• Service: [What the client bought or booked]
• Information Needed: [What I need from the client]
• First Result: [What the client should experience first]

Task: Create:

1. A client onboarding sequence.
2. A welcome message.
3. A checklist of information to collect.
4. A first milestone or quick win.
5. A system for setting expectations.

Present this as a client onboarding flow.