Client Systems
Client onboarding checklist: 31 tasks after handoff, not a Notion list
A client onboarding checklist that is not a PDF and not a Notion to-do. Client Systems seeds 31 Blueprint A tasks across four columns when the sales-to-delivery handoff is Complete.
The four columns
Pre-kickoff files the contract, invoice, client record, workspace, access request, welcome packet, attendees, internal briefing, scope, and brand-kit SLA. Kickoff day locks outcomes, channel, change approver, access gaps, milestone 1, recap, and the decision log.
Week 1 chases access, ships the first artifact, collects feedback, logs blockers, confirms measurement, aligns third parties, and runs the checkpoint. Stabilize closes remaining access, proves the cadence without the founder, checkpoints metrics, captures notes for SOP Builder Pro, reconfirms commercial facts, and marks onboarding complete.
Why this is not a Notion checklist
A duplicated checklist does not date tasks from kickoff, does not escalate overdue access, and does not care whether delivery accepted the job. This board is generated in Client Systems after both leads confirm.
Step-by-step
Step 1
Finish intake
Create the project in Client Systems with client facts, kickoff date, leads, and brand-kit status.
Step 2
Complete sales-to-delivery handoff
Account lead and delivery lead both confirm. Status becomes Complete.
Step 3
Work the seeded board
Thirty-one tasks land in four columns with owners and due rules relative to kickoff.
Step 4
Escalate access misses
Later or unreceived access past the SLA creates a blocked task for the account lead.
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 after the yes — not a copied workspace
Client onboarding in SOP Mojo Client Systems: after yes, run intake, handoff, access, and the board in the browser. Not Notion, not ClickUp, not SOP Writer.
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.