Client onboarding built around private Slack channels.
Every client gets a dedicated private space for kickoff, files, decisions, and updates. We keep client communication organized without putting private information in public view.
Start with intake
A short website form captures the project type, timeline, budget, current site, and the biggest blocker so we start with the right context.
Create a private space
Each client gets a private Slack channel. Nothing public, nothing mixed with other clients, and only the right people are invited.
Kickoff and setup
We collect the assets, access, and decisions needed to move quickly, then document the next steps so the client knows what happens next.
Operate with clarity
After kickoff, updates, files, and questions stay in the private channel and the working rhythm stays easy to follow.
What we ask for before build starts.
You do not need everything perfect on day one. Clear owners and known gaps are enough to start.
Goals and success criteria
What done looks like in 30–60 days, and what is explicitly out of scope for this phase.
Stakeholders and decision owners
Who approves scope, who answers day-to-day questions, and who owns production access.
Repos, environments, and access
Git hosts, cloud accounts, CI, monitoring, DNS, and any vendor dashboards we need to touch.
Current blockers and known risks
Fragile deploys, missing docs, compliance constraints, or handoff debt we should plan around.
Communication rhythm
Preferred update cadence, timezone overlap, and how urgent issues get escalated in Slack.
First-week ownership
- Private Slack channel created and stakeholders invited
- Access checklist completed or clearly blocked with owners
- Kickoff notes posted with scope, milestones, and next actions
- First delivery lane confirmed (fix, build, review, or product discussion)
Slack workflow
Every client gets a private channel, not a public broadcast.
That keeps conversations scoped to the work, keeps client data private, and makes it easier to hand off, revisit, and maintain.
What stays private
- Private Slack channels only for active clients
- Working details, access, and files stay private — public case studies are client-approved only
- Only needed team members are invited
- Slack audit script to keep channels organized
Start onboarding
Already in motion? Use the email from your inquiry or booked call so we flip that lead to Status Onboarding in Notion, then open (or confirm) your private Slack channel.