Client onboarding after the proposal is signed

The client signed. That is the good news. Now you need to figure out exactly what they agreed to, what you need from them, and when the work starts. A Prosperus proposal carries the scope, selected package, and terms through to the signed document. The first client call is about the work, not about re-confirming the basics.

Start free trial

Scope confirmed at signature

The proposal defines what is covered per package. When the client signs, they have confirmed the scope, not just the price. No ambiguity at the start of the project.

Timeline built in

Add project milestones and delivery dates to the proposal before you send it. When the client signs, those dates are part of the record. No separate onboarding document needed.

Reminders handle the follow-through

Automated reminders for follow-ups and payment milestones. Prosperus sends them on schedule. You focus on the work.

Signature triggers the handover

When a client signs inside Prosperus, you are notified immediately. The proposal, including the scope, selected package, and payment terms, stays accessible as the record of what was agreed. Pull it up any time a question comes up.

Built-in client CRM

Every proposal you send creates or updates a client record automatically. Contact details, proposal history, and status in one place. No maintaining a separate spreadsheet just to remember what each client agreed to.

Terms included in every proposal

Prosperus proposals include a terms section by default. The client signs once, covering both the project scope and your service terms at the same time. No separate contract to chase down a week later.

Package selected, scope confirmed

When clients choose a package, that selection is recorded. You see exactly which tier they chose and what it includes. No revisiting scope conversations because the original proposal left something ambiguous. The record is there from the moment they signed.

Follow-up before the signature

Automated reminders keep proposals moving while the client is still deciding. If they have not responded in a few days, Prosperus follows up on schedule and stops the moment they reply. No manual chasing required.

Engagement data before the yes

Prosperus shows which sections the client spent time on before signing. If they read the pricing section four times, that is worth knowing before the first onboarding call. It tells you where the hesitation was, so you can address it early.

Most onboarding friction starts in the proposal, not in the project.

When a proposal is vague about what is included, the first client call spends half its time re-establishing what was agreed. Prosperus structures deliverables, payment milestones, and start dates into the proposal before you send it. The signed document is the brief. The handover is not a negotiation. Both parties start the project with the same written reference point.

Free 7-day trial. No card required.

Start every project on the right foot

Try Prosperus free

FAQs

A lightweight one, yes. Client records are created from proposal data automatically. You will not find a full sales pipeline, but contact details, proposal history, and status are all captured in one place without any manual entry.

Yes. Add your standard service terms to your Prosperus account and they appear in every proposal. Clients sign once, covering both the project scope and the terms.

Their selection is recorded in your dashboard. You see which tier they chose, what is included, and what the agreed price is. That information carries through to the project record.

Yes. You receive an email the moment a client signs. Both you and the client receive a copy of the signed proposal automatically.

Yes. Page-level analytics show which sections the client viewed and how long they spent on each. That context is useful going into the first onboarding call.