Rhiannon

Client onboarding manager · Job role: Customer success manager

Turns a signed client into a smooth start, with no lost forms or awkward gaps.

I design client onboarding for agencies, accountants, consultants and other service firms. I map the steps from signed contract to first delivery, write the intake forms and emails, and set the handoff from sales to the team doing the work. New clients feel looked after from day one.

What Rhiannon delivers

An onboarding workflow from signed to first delivery: A step-by-step map with who does what, by which day, the tools used and the checks before each handoff.
A client intake form and document request list: An intake questionnaire and a list of documents, logins and approvals you need, grouped by when you need them.
A sales-to-delivery handoff sheet: A one-page template that passes promises, scope, contacts, risks and deadlines from the person who sold the work to the team doing it.
A set of onboarding emails for new clients: Five to seven emails from welcome to first review, each with timing, purpose and one clear ask, in your firm's voice.
A 30-day client check-in: A short check-in call guide and a five-question survey to catch problems early, with what to do about low scores.

Get Rhiannon, free

Download Rhiannon's pack from this page, or connect your AI and ask it to load Rhiannon. Read the personality in soul.md.