Shadyy Client Onboarding: Organise the Handoff

Choose the source of agreed scope

Identify the approved proposal or project record that defines the work. The workflow should not reinterpret a sales conversation as a contractual commitment. Separate confirmed requirements from open questions and keep the original references available to the reviewer.

Create a useful readiness checklist

List the assets, contacts and access decisions needed before delivery can begin. Avoid collecting credentials through free-text forms. Where access is needed, use the appropriate authorised process and record its status rather than copying secrets into a generated summary.

Keep the handoff accountable

Assign an owner for each unresolved item and require review before declaring a client ready for delivery. A workflow can prepare a project brief, but the responsible team should confirm scope, access and responsibilities. Track rework caused by incomplete handoffs to evaluate the pilot.

A practical starting checklist

1. Read approved intake and scope records.
2. Compare them with the onboarding checklist.
3. Prepare an open-items list and draft project brief.
4. Ask the delivery owner to approve the handoff.

Illustrative example

A fictional client provides brand assets but has not nominated an approver. The proposed checklist identifies the missing decision-maker instead of marking onboarding complete.

This example is hypothetical, not a customer result or a tested product demonstration.

What to confirm before proceeding

Custom development and integration validation may be needed. This page does not promise access provisioning, contract interpretation or a ready-made project-management connection.

Discuss onboarding automation

Tell us about your requirements and the decisions you need to make. We can discuss the fit and scope before you commit to an implementation or partnership.