Sign inTry the demo
Almanac / Education
Client onboarding

A new client.
Not twelve new loose ends.

From the agreement to access and kickoff: give every dependency an owner, and every client a clear next step.

Explore the demo See the workflow

Product preview · Sample data. No live accounts connected.

AlmanacIllustrative workflow
You ask

What is holding up Harbor Dental’s kickoff?

The agreement is complete. Analytics access still needs the client owner. Here is the handoff.

3 ownersOne shared handoff
AgreementCompleteSigned in sample workflow
Analytics accessWaitingClient owner
Tracking baselineNextTechnical lead
KickoffReady to bookAccount manager
Review the onboarding demo
A little less busywork. A lot more possibility.
01

One client context.

Keep the owner, evidence, and next step alongside the work instead of scattered across messages.

02

Clear checkpoints.

Make the moment for a person to review explicit. An automation should not guess who can approve.

03

A useful record.

Keep a trail of what changed and why so the next account manager can pick it up.

The workflow

Useful from the first question
to the next decision.

  1. Define the standard

    Agree on the inputs, quality bar, and people responsible before automating.

  2. Prepare the work

    Use the sample workflow to see how the steps fit together and where exceptions belong.

  3. Review and hand off

    Confirm the result, capture the decision, and give the next person a concrete action.

Product preview · Sample workflows; live integrations are not connected.

One client record

The demo brings the steps into one client context. The goal is to make the missing piece obvious, whether it is a signature, a website permission, or a kickoff date.

A handoff your team can trust

Every step should have an owner, a status, and a next action. Exceptions stay visible instead of disappearing into an email thread.

Start with a repeatable checklist

Use the onboarding guide to define the process before automating it. A reminder sent faster is only helpful when it asks the right person for the right thing.

Read the onboarding checklist → · Read the weekly hygiene guide →

Before you connect

A few clear answers.

Can I connect a live account today?

Not in this prototype. The demo uses fictional clients and numbers. Live access requires a production integration, provider permissions, and an authorized account owner.

Does Almanac replace my account team?

No. The account team owns the relationship and the judgment. The workflow is designed to reduce preparation and make approvals explicit.

How should I evaluate it?

Start with a single workflow, a small client set, and a documented baseline. Compare effort, accuracy, and review burden. Use observed results rather than the sample numbers shown here.

See the work in context.

Explore a sample agency in Almanac. No account, payment, or real client data required.

Open the demo ↗Model your capacity