Client Onboarding

Client Onboarding

Creating a new project, you only need the client email. We onboard the client.

Asset Upload

Specify any assets needed during client onboarding.

Payment Terms

Specify project amount, (hourly or lump sum) payment due dates, and services provided.

Automated Onboarding

On project creation, if client doesn't exist within Milestone, we onboard and create a profile for your client automatically. Onboarding steps collect client user information, provides project rundown, and file upload if any assets are required.

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