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Client onboarding readiness check

Does your onboarding set the right tone from the first click? This check rates intake, consent, portal prep and expectation-setting. Nothing is stored.

Intake structure

Do new clients complete a structured intake before session one?

Consent capture

Do you capture consent (privacy, terms) up front?

Portal / first-session prep

Do clients get a professional portal to prepare?

Expectation-setting

Are goals and expectations set explicitly at the start?