Signed the deal? Onboarding should not start from scratch Move clients from proposal acceptance to active delivery with milestones, kickoff invoices, and conversation history intact. The problem New client onboarding starts with re-explaining what was already discussed in DMs Kickoff invoices sent separately from the proposal that closed the deal Delivery milestones tracked in a different tool than sales How Onevyu helps Client record carries full sales conversation into onboarding Delivery milestones for structured kickoff Kickoff and retainer invoicing on the same record Automated welcome follow-ups after proposal acceptance Common questions Does onboarding include contract signing?Onevyu handles proposals with clear terms and client acceptance. For formal contracts, attach or link your contract alongside the proposal on the client record.