Portfolio / MVP & SaaS / Onboarding & Scheduling Platform
Onboarding & Scheduling Platform
Client intake, scheduling, and kickoff — one link instead of eleven emails.
Selected concept work demonstrating the types of digital experiences we can plan and build. Final strategy, design, features, scope, timeline, and pricing are tailored to each client.
The business problem
New-client onboarding is a maze of forms, attachments, and timezone math that delays revenue.
Proposed solution
A branded flow: intake forms, document upload, contract acknowledgment, and self-serve scheduling with reminders — all in one link.
Key features
✓ Custom intake forms
✓ Document collection
✓ Self-serve scheduling
✓ Automated reminders
✓ Progress tracker
✓ Team notifications
User journey
- 1Client opens one link
- 2Completes intake & uploads
- 3Books the kickoff
- 4Everyone starts aligned
Admin & operations
- • Flow builder
- • Template library
- • Status dashboard
Technology approach
Suggested development phases
Phase 1 — Flow
Intake + scheduling + reminders.
Phase 2 — Scale
Templates + team views.
Phase 3 — Monetize
Plans + integrations.
Every element above can be customized — pricing is confirmed after scope review.
Like this direction?
Our consultant can review your goals, identify the right first phase, and prepare a tailored scope, timeline, and pricing plan. No payment required · human review · start with a manageable first phase.