# Client Onboarding Portal

## 1️⃣ Overview & Goals  
A single‑source hub that guides every new client from contract signing to first‑project kickoff.  
> 💡 Tip: Pin this page to the workspace sidebar so the whole team can find the onboarding portal instantly.

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## 2️⃣ Client Directory (Database)  
| Client Name | Primary Contact | Email | Phone | Industry | Status | Onboarded Date | Account Owner |
|------------|----------------|-------|-------|----------|--------|----------------|---------------|
| Acme Corp | Jane Doe | jane@acme.com | +1 555‑0123 | Manufacturing | ✅ Completed | 2024‑03‑01 | Alex Rivera |
| BrightWave Studios | Luis Martínez | luis@brightwave.io | +1 555‑0456 | Media & Entertainment | ⏳ In‑Progress | — | Maya Patel |
| GreenFields Agri | Priya Singh | priya@greenfields.ag | +44 20 7946 0958 | Agriculture | ❌ Not Started | — | Omar El‑Sayed |
| NovaTech Solutions | Samir Khan | samir@novatech.io | +1 555‑0789 | SaaS | ✅ Completed | 2024‑02‑15 | Alex Rivera |
| Horizon Health | Emily Chen | emily@horizonhealth.org | +1 555‑0999 | Healthcare | ⏳ In‑Progress | — | Maya Patel |

**Key properties**  
- **Status**: `✅ Completed`, `⏳ In‑Progress`, `❌ Not Started` (single‑select).  
- **Account Owner**: Linked to the **Team Members** database (see Section 5).  

> 💡 Tip: Use the “Group by Status” view to see at a glance which clients need attention.

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## 3️⃣ Onboarding Checklist (Database)  
| Step | Description | Owner | Due Date | Completed? |
|------|-------------|-------|----------|------------|
| 1️⃣ Sign Contract | Upload signed agreement | Account Owner | 2024‑02‑20 | ✅ |
| 2️⃣ Collect Branding Assets | Logos, color palette, fonts | Account Owner | 2024‑02‑25 | ✅ |
| 3️⃣ Set Up Billing | Create invoice profile in Stripe | Finance Lead | 2024‑02‑28 | ⏳ |
| 4️⃣ Create Project Workspace | Duplicate project template in Notion | Project Manager | 2024‑03‑01 | ❌ |
| 5️⃣ Kickoff Call | Introduce team, review scope | Account Owner | 2024‑03‑02 | ❌ |

**Views to create in Notion**  
- **Board View** grouped by **Completed?** (Kanban).  
- **Calendar View** showing due dates.  

> 💡 Tip: Turn on the “Remind” toggle for each due date so owners receive a Slack/Email reminder automatically.

---

## 4️⃣ Project Tracker (Database)  
| Project | Client | Milestone | Owner | Target Date | Progress |
|---------|--------|-----------|-------|-------------|----------|
| Website Redesign | Acme Corp | Wireframes | Sam Patel | 2024‑04‑01 | 80 % |
| Mobile App MVP | BrightWave Studios | Beta Release | Maya Patel | 2024‑06‑15 | 30 % |
| Data Migration | GreenFields Agri | DB Setup | Omar El‑Sayed | 2024‑05‑10 | 0 % |
| SaaS Integration | NovaTech Solutions | API Docs | Alex Rivera | 2024‑04‑20 | 60 % |
| Patient Portal | Horizon Health | UI Mockups | Emily Chen | 2024‑05‑05 | 20 % |

**Suggested Views**  
- **Timeline** to visualize overlapping milestones.  
- **Table** filtered to “My Projects” for each owner.  

> 💡 Tip: Add a rollup from the **Client Directory** to show the client’s industry on each project row automatically.

---

## 5️⃣ Team & Roles (Database)  
| Team Member | Role | Email | Slack | Primary Clients |
|-------------|------|-------|-------|-----------------|
| Alex Rivera | Account Owner | alex@agency.com | @alex | Acme Corp, NovaTech Solutions |
| Maya Patel | Account Owner | maya@agency.com | @maya | BrightWave Studios, Horizon Health |
| Omar El‑Sayed | Project Manager | omar@agency.com | @omar | GreenFields Agri |
| Sam Patel | Designer | sam@agency.com | @sam | Acme Corp |
| Emily Chen | QA Lead | emily@agency.com | @emily | Horizon Health |

> 💡 Tip: Link the **Account Owner** field in the Client Directory to this table to keep responsibilities synchronized.

---

## 6️⃣ Resources & SOPs  
- **Onboarding SOP** – PDF link: `https://example.com/onboarding-sop.pdf`  
- **Brand Asset Folder** – Google Drive: `https://drive.google.com/drive/folders/brand-assets`  
- **Billing Setup Guide** – Notion page: `Billing Setup` (internal link)  
- **Project Template** – Duplicate this page to start a new client project.  

> 💡 Tip: Embed the SOP PDF directly in Notion using the “Embed” block for instant access.

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## How to import into Notion  
1. **Create a new page** in your workspace where the portal will live.  
2. Click the three‑dot menu → **“Import”** → select **“Markdown & CSV”**.  
3. Upload this `.md` file. Notion will create headings, callouts, and tables automatically.  
4. For each table marked as a **Database**, click the table → **“Turn into database”** → choose **Table**, **Board**, or **Calendar** view as described in the sections.  
5. Re‑create the suggested views (Board, Calendar, Timeline) using the **“Add a view”** button.  
6. Link relational properties (e.g., **Account Owner** ↔ **Team & Roles**) by editing the property type to **Relation** and selecting the target database.  
7. (Optional) Set up **automations** with Notion’s native reminders or an integration like Zapier to trigger Slack notifications on due dates.  

Your Client Onboarding Portal is now ready for use—simply start adding new clients and the workflow will guide the team from contract to launch.