ChangeFluent client setup
How we set up and support a new client
A visual guide to the system we use to onboard small businesses, from the first setup through to the client’s own space. Tap or click any box to see a plain explanation of that step.
What the colours mean
1. Setting up a new client
From a business name and trade to a finished, tailored checklist.
This is the foundation. Everything that follows builds on the checklist created here.
2. Turning documents into progress
From a document or transcript to suggested ticks that you approve.
When a client already has useful material, or we are taking over from someone else, we start from that rather than from a blank list.
3. The client’s own space
From a private link to the client’s input and an instant alert to you.
Each client gets a private page where they can do their part. They only ever see their own setup, never anything internal.
How the three fit together
They are one joined up system. Anything a client sends in their own space (flow 3) becomes a document to analyse (flow 2). And the tailoring, the accepted suggestions, and the client’s own ticks all update the single shared checklist that the team tracks and finishes (flow 1).