Settings: Workspace
Client onboarding
Work through the seven-day checklist for this workspace's client, from payment to go live, ticking each item as it is done.
Client onboarding is the checklist for the first seven days with this workspace's client, from payment to go live. There is one checklist per workspace, because a workspace is one client. You tick items here, and you change what is on the list in Onboarding templates.
Who can open it
Owners, admins and ops users on the Pro plan. They all see Client onboarding in the Settings menu. On a plan below Pro, opening it takes you to My Board with an upgrade prompt. Anyone else is sent to Account.
What is on the screen
- A count at the top, such as "5 of 20 done".
- The checklist, grouped by phase, with a box beside each item. A ticked item is struck through.
- An
Edit the checklistlink, which opens Onboarding templates.
Until you change it, the checklist is PYLO's default, in five phases:
| Phase | What it covers |
|---|---|
| Day 0, set up | Payment, contract, tools, onboarding form and onboarding call |
| Days 1 to 2, collect | Payment processor, logins, the client's research, backend build |
| Day 3, strategy | Reviewing what the client sent, the backstory call, the core message |
| Days 4 to 6, build | Offer, core funnel, pre-call assets, email sequences, content plan |
| Day 7, go live | Everything switched on and checked |
Tick an item
- Open Settings, then
Client onboarding. - Tick the box beside the item. It saves straight away, and the count updates.
- To undo, untick the box.
If a tick does not save, the box goes back to how it was and a message says why.
Common questions
The boxes are greyed out and a message says ticks cannot be saved. Your workspace cannot store ticks yet. The checklist is still shown so you can work through it, but nothing you tick is kept.
I renamed an item. Did I lose its tick? No. A tick belongs to the item, not its wording, so renaming it in Onboarding templates keeps the tick.
I removed an item and the count changed. The count only covers items on the checklist as it stands. If you add the item back later, it is a new item and starts unticked.
Can I see who ticked an item and when? Not on this page.