From signed contract to kickoff in one form.
From signed contract to kickoff in one form.
Capture brand guidelines, login credentials (encrypted file uploads), key contacts, and timezone preferences. Routes the file uploads to a private Notion page, posts a #client-onboarding Slack alert with the AI-generated client summary, and queues the kickoff prep checklist for your PM. EU-hosted, GDPR-clean by default.
No card required. EU-hosted.
Fields included
- Company name
- Main contact
- Phone
- Timezone
- Key stakeholders
- Brand assets upload
- Login credentials upload
- Kickoff date
All fields are customizable. Describe changes in plain English and the AI updates the form instantly.
Ready to use this template?
Open the builder, describe any changes in chat, and publish. Responses route to Slack, Notion, or Sheets automatically.
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