Client Onboarding
Streamlined intake and project kickoff for new engagements
Our onboarding process is designed to move quickly from agreement to active development. Within the first week, you'll have a dedicated portal, clear milestones, and regular delivery cadence established.
New clients: Complete the intake form below to begin. Existing clients: Access your client portal for ongoing project coordination.
How Onboarding Works
Intake
Day 1-2
Submit intake form with project requirements, access information, and any existing materials. Our team reviews and confirms receipt within 24 hours. We'll schedule an initial technical scoping call.
- Intake form submission
- Materials review
- Scoping call scheduled
- Portal access provisioned
Stabilize + Scope Lock
Day 3-7
Technical discovery session to map architecture, define deliverables, and establish success metrics. Scope document finalized with clear milestones and delivery schedule. Communication cadence confirmed.
- Requirements mapping session
- Technical architecture planning
- Milestone definition
- Scope document approval
Build + Weekly Delivery
Week 2+
Active development begins with iterative releases. Weekly status updates via portal with completed tasks, next sprint goals, and any blockers. Regular check-in calls to maintain alignment.
- Development sprints begin
- Weekly progress updates
- Incremental feature releases
- Continuous client feedback
What We Need From You
Gather these materials before starting intake to accelerate onboarding
Access Information
- Website hosting account details
- Domain registrar login
- Email system administrator access
- Any existing automation tools or platforms
- Cloud service accounts (if applicable)
We'll provide secure methods for sharing credentials during intake call
Business Context
- Sample data exports (optional, anonymized)
- Current process documentation
- Pain points and manual workflows
- Success metrics you track
- Competitor or reference examples
Helps us understand operational context and priorities
Brand Assets
- Logo files (high resolution)
- Brand colors (hex codes if available)
- Typography preferences
- Existing style guides
- Marketing materials for reference
Ensures visual consistency across all deliverables
Team Structure
- Primary point of contact
- Technical decision maker
- Stakeholders for approvals
- End users who'll interact with systems
- Preferred communication channels
Clarifies escalation paths and approval workflow
Your Control Center Starts Here
Once intake is complete, you'll receive portal access for project tracking, file sharing, and direct communication with the development team. Every update, milestone, and deliverable documented in one place.
Start Intake
Complete this form to begin onboarding. We'll respond within 24 hours to schedule your scoping call.
Questions about onboarding? Email contact@ocyl.ai