Client Systems
Client onboarding after the yes — not a copied workspace
Client onboarding starts when the buyer says yes — not when someone duplicates last quarter’s Airtable. Client Systems is the run-time: capture the client, complete sales-to-delivery handoff, then work the board.
After yes, before the first artifact
The gap that kills agencies is the two weeks after signature. Sales promised a kickoff. Delivery inherited a thread. Brand files are “coming.” Client Systems puts that gap on a URL the team shares.
Intake writes the client record. Handoff is the gate. The 31-task board does not seed until both leads confirm. Access items get SLAs. That is onboarding as an operating system, not as a template marketplace.
Related stops on the path
Proposal facts belong on the project. The welcome draft appears when handoff completes. The checklist is the board. The kit is $39 if you want the packaged blueprint. Writer and Builder Pro are for procedures, not for this client path.
FAQ
What is SOP Mojo Client Systems?+−
Client Systems is the workspace you run after the client says yes: proposal facts into a record, welcome draft, sales-to-delivery handoff, then onboarding. It is client onboarding systems for SMBs at clients.sopmojo.com. It is not AI SOP Writer, not a Notion template marketplace, and not ClickUp.
Is this a Notion or ClickUp template?+−
No. You do not duplicate a Notion doc or a ClickUp list. You invite teammates and run the client path in this workspace. The $39 Client Systems Kit is the blueprint; this app is where it runs.
Is Client Systems the same as AI SOP Writer?+−
No. Client Systems runs the client after yes. AI SOP Writer drafts standard operating procedures at writer.sopmojo.com. SOP Builder Pro is the living SOP system at builder.sopmojo.com.
What does the Client Systems Kit cost?+−
The kit is $39. That is the kit, not a workspace subscription or a seat plan. Start free in the Client Systems workspace; buy the kit when you want the packaged blueprint.
More from Client Systems
Client onboarding checklist: 31 tasks after handoff, not a Notion list
The Client Systems onboarding checklist is a 31-task board — pre-kickoff, kickoff day, week 1, stabilize — seeded when sales-to-delivery handoff completes.
Client proposal template: what must survive the yes
A client proposal template for Client Systems: deal ID, scope, investment, and promises that delivery has to accept after yes — not a deck that dies in email.
Client welcome pack after handoff, not after the signature
Client Systems generates a copyable welcome draft when sales-to-delivery handoff completes — kickoff, success metric, leads, access deadline. Not a Notion welcome page sent too early.
Client intake form: the record after yes
The Client Systems intake form becomes the client record after yes — identity, outcomes, brand kit, access, commercial facts. Not a Typeform that never reaches delivery.
Sales-to-delivery handoff is the gate after yes
Sales-to-delivery handoff in Client Systems: both account lead and delivery lead confirm before the onboarding board seeds and the welcome draft appears.
Client Systems Kit — $39 blueprint, workspace to run it
The Client Systems Kit is $39. Start free in the Client Systems workspace to run proposal → welcome → onboard. Not a Notion kit. Not SOP Writer.
How Client Systems works after yes
How SOP Mojo Client Systems works: start free, intake after yes, dual-confirm sales-to-delivery handoff, seeded board, access SLAs.
Client Systems FAQ
FAQ for SOP Mojo Client Systems: after-yes client path, not SOP Writer, not Notion or ClickUp, kit $39, Writer and Builder Pro bridges.
After yes
Start free in the workspace. Get the $39 Kit. Bridge to Writer and Builder Pro.
Client Systems is the client path after yes — proposal, welcome, onboard. It is not SOP Writer and not a Notion or ClickUp template marketplace.