The Vault

Building Now

Asset 02

Client Onboarding / Intake

New client relationships that start strong on day one.

← Full manifest

The problem

The first weeks of a client relationship set the tone for all of it — and right now they’re usually a tangle of email threads, missing documents, and the same questions asked three times.

The client starts wondering if they hired the right people. Your team burns hours on logistics instead of the work they were hired to do. Asset 02 turns onboarding into something the client can feel from day one: organized, fast, and visibly under control.

Who it’s for

Founders and operators who bring on new clients regularly — and are tired of the first month feeling improvised.

Status

In active build — sold individually. This asset is being built right now and will be available on its own the moment it ships, not held back for the rest of the slate. Request access to start the conversation; every request is reviewed personally, not auto-approved.

Request Access

New client relationships that start strong on day one.

Everything public about this asset is the outcome and who it’s for. Screenshots, workflow detail, and the roadmap sit behind a signed NDA — request access and they’re part of the conversation.