Onboarding
Guide clients from first login to first win
The onboarding page should reduce confusion, set expectations, and keep the first action achievable.
Client portal support
Onboarding, release notes, security copy, and support routing around the live CRM.
This host is intentionally focused on support, onboarding, intake, or operational clarity around the live systems.
First Session
What onboarding should cover
Keep the page clear enough for clients and staff to use as a shared reference.
Access
What credentials, invites, or setup details matter.
First actions
What to do immediately after login.
Support handoff
Where to go when something does not match expectations.