Jul 20 • General discussion
🚪 Client Onboarding Is a UX Problem, Not a PDF Problem
Most client onboarding is just:
📎 A PDF
📎 A Calendly link
📎 A “Let’s hop on a call”
But onboarding is your first product experience.
Try this instead:
- ✅ A single Notion page that explains everything
- 🔄 Automated form → routes to right agent/workflow
- 🎥 Short video that feels personal
- 🤖 Light AI-powered intake (built with your stack)
Clients shouldn’t feel like leads.They should feel like partners — from day one.
Build it like you’re onboarding a co-founder.
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🚪 Client Onboarding Is a UX Problem, Not a PDF Problem
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