Internal tool / Intermediate

Client Onboarding Hub

One place for deliverables, files, owners, approvals, and unanswered questions.

AgencyUploadsChecklist

Preview study

Primary prompt

Copy, customize, then build.

Build a client onboarding hub for a small design agency. Each client should sign in and see only their own project. Save progress and uploaded files between visits.

Show a welcome note, onboarding progress, required actions, project team, key dates, and a structured file-request checklist. Let clients upload files, mark requests complete, ask a question on a specific request, and see approval status. Give agency members an internal overview of missing items and overdue approvals.

Use a warm, professional visual system with clear document states. Explain accepted file types and limits before upload, show progress and failure recovery, confirm destructive actions, and never expose one client's data to another.

Second turn

Useful follow-up commands

Add an agency-side template for creating a new onboarding checklist from a previous project.

Create an email-ready summary of everything still needed from the client.

Review authorization in server-side code and document every role's allowed actions.