In practice
Client onboarding
Client onboarding connects sales, delivery, and the portal in one flow. When a deal wins, pick a template and Felagar tracks a full checklist per company: workspace, contacts, project, kickoff questionnaire, Client Vault, contract document, retainer, communication channel, portal access, integrations, recurring tasks, and welcome email. Generate a contract straight from Agency Knowledge with company and project details merged in. Invited clients complete a guided six-step wizard in the portal: company details, brand assets, goals, target audience, access and integrations, and kickoff. Submitting seeds the Client Vault brief, audience, and tone, and pins uploaded brand files.
Wins used to scatter across spreadsheets, email threads, and someone's memory. One checklist for staff and one wizard for clients keeps onboarding on the company record where delivery already lives.