Client onboarding for freelancers, in one link
When a proposal is accepted, Regulus creates the workspace where clients upload assets, review the next step, track the deposit invoice, and enter a delivery lane that can close through the same handoff path.
NovaTech Onboarding
Client workspace
Kickoff roadmap
Launch path for client access
Portal created
Welcome email sent
Brand assets requested
Deposit invoice queued
Requirements intake
Deposit invoice
$2,400
68% of onboarding requirements completed
Automated Workflow
From accepted proposal to client-ready delivery lane
No manual setup. No forgotten handoff steps. The moment a client says yes, Regulus can create the workspace, expose the next action, and start collecting what you need to keep the project moving.
Proposal Accepted
Client approves the scope and next step
Portal Auto-Created
Secure workspace and payment path go live
Assets Collected
Client uploads missing files and access
Work Starts Cleanly
Approval, assets, and billing stay connected
Encrypted File Vault
Keep client assets and access out of chat
Clients upload logins, brand assets, and credentials directly into their secure vault so the kickoff path stays clean and the project does not stall on missing access.
brand-assets.zip
24.3 MB
google-analytics.txt
1.2 KB
hosting-credentials.pdf
340 KB
logo-primary.svg
18 KB
What's Included
Everything your client needs. Nothing they don't.
Faster kickoff
When a proposal is accepted, the secure workspace appears immediately so the first client action is obvious instead of buried in follow-up.
Secure asset collection
Clients upload logins, brand assets, and sensitive documents into an encrypted vault instead of scattering access across email and WhatsApp.
Approval-to-payment continuity
Clients get a branded path to review milestones, see the project state, pay the invoice, and stay aligned through the eventual handoff.
Your first proof
Test Regulus on one real client before moving everything
One clear intake path
Send one link for the assets, credentials, and decisions you need instead of rebuilding the request in chat.
One visible approval
Put a delivered milestone in front of the client and keep the approval attached to the project record.
One payment follow-up
Send an invoice or reminder and keep the response, promise, and payment state tied to the same client trail.
Start projects with less ambiguity.
Stop starting projects with messy email threads. Give the client one secure place to upload what you need, understand the next step, and move cleanly toward delivery and later handoff.
- Secure kickoff workspace
- Asset and access collection
- Payment path stays connected