A Digi World original · DW-SYS-019

Invite. Form. Kickoff. Live.

Onboarding checklists.

★★★★★(3)DW Certified

$24

USD · instant vault

Client Onboarding Desk

New clients stall between signed and first deliverable because onboarding has no owner. One HTML desk: Add client → move through invited → forms → kickoff → live. Each stage has checklist items you toggle done. Dashboard shows who is stuck and open checklist count. Review every morning until new clients are live. Data stays local. Pairs with Professional CRM for the relationship desk.

Inside the vault

START-HERE Client-Onboarding-Desk.html Dashboard (stuck / open checklists) Add client Invited → forms → kickoff → live Checklist per stage Sample desk included

Who it’s for

Not for people who want a ghostwriter to do the work.

Science, not hype

Implementation intentions. Identity. Less choice. That’s why this is an OS, not a dump.

Licenses & words

★★★★★
Kickoff week finally has a checklist
Invited → forms → kickoff → live stopped the ‘we signed but nothing happened’ gap. Stuck clients show on the dashboard.
Jennifer Walsh · Boston · Agency owner

★★★★★
Morning review, five minutes
Open checklist count is my stand-up. New retainer clients hit live faster because nothing hides in email.
Mark Sullivan · Nashville · Copywriter

★★★★★
CRM plus onboarding, not instead of
Client Tracker holds the relationship; this desk holds the first two weeks. Exactly the split I wanted.
Lisa Chen · San Diego · UX consultant

Questions

Do I need Notion, Trello, or a CRM?

No. Double-click Client-Onboarding-Desk.html. Clients and onboarding stages stay in localStorage on this computer.

Can I track invited → forms → kickoff → live?

Yes. Move each client through stages. Dashboard shows who is stuck and what checklist items remain.

Are there onboarding checklists?

Yes. Each stage has checklist items you toggle done. Review every morning until new clients are live.

How many seats? Can I resell it?

One studio is $24. Two seats is $39. Personal use. No redistribution, no marketplace dump of the HTML.

How do I get the files? Refund?

After name and email, the thank-you page has the zip. We also email that inbox. 7-day replacement if the zip will not open.

Unlock the whole house — $97

See the vault