AAI Workflow Toolkit Build a workflow
Free workflow tool

A better client start, in a few clicks.

Generate a practical onboarding checklist tailored to your service and timeline. Edit it, tick off tasks, or copy it into your project tool.

Set up your project

Choose the closest match. You can customize the output after it's generated.

Privacy note: this tool runs in your browser. Your entries are not sent to a server.

Your onboarding plan

Starter plan

Complete the form and generate your tailored list. Check off tasks as you go.

Your checklist will appear here.
A clear start makes a better client relationship.