SolvProb.ca
Client Success Onboarding & Blueprint Engine
Client Success Onboarding & Blueprint Engine
Collect the business, audience, content, domain, asset, and billing details needed to prepare a website project brief.
CustomerOnboard guides a client through a seven-step website intake questionnaire. It covers contact details, business identity, domain and DNS setup, ideal customers, value proposition, page structure, visual style, uploads, invoicing preferences, and final project notes.
Inputs include contact and business information, vision and mission statements, domain and registrar details, public contact channels, audience pain points, page selections, visual preferences, reference websites, uploaded assets, billing choices, and additional notes.
The final review builds a structured onboarding package. Download it as JSON, print or save a PDF dossier, or create an email draft with the JSON and supported uploaded files. Form data is auto-saved in the current browser; clear or export it before switching devices.
The seven steps cover business goals, domain/setup, audience, website content, assets, billing, and the final project brief.
No. It collects onboarding information and creates a handoff package; it does not provision domains, billing, hosting, or third-party accounts.
Review it with a client or use it as a project handoff. Verify the answers before using them as implementation requirements.
SolvProb builds custom web apps, automation tools, and interactive experiences tailored to your workflow.
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