New project? Start strong with our Initial Setup Checklist — everything you need to get started with Moko Consulting is in one place.
#MokoConsulting #ClientSuccess #ProjectChecklist
To help you get off to a smooth and successful start, we’ve prepared a clear checklist of everything needed to complete your onboarding with Moko Consulting.
{tab title="🔐 Portal & Access"}
- Receive your credentials
- Log into the Client Portal (crm.mokoconsulting.tech)
- Update contact information and company profile
- Set notification preferences
- Bookmark the login page
{tab title="📝 Forms & Agreements"}
- Complete intake questionnaire
- Review and e-sign service agreement
- Approve or request edits to proposal
{tab title="💳 Billing & Payment"}
- Review invoice(s) in the portal
- Submit initial payment or activate payment plan
- Update billing contact information if needed
{tab title="📟 File Uploads & Branding Assets"}
- Upload logos, brand guidelines, or project files
- Provide login credentials for existing systems
- Submit design inspiration or reference materials
{tab title="🛠️ Tools & Communication Setup"}
- Confirm preferred communication method (chat, ticket, email)
- Schedule kickoff meeting
- Test live chat and support ticket access
{/tabs}
Pro Tip: Track all tasks, files, and communications in the Client Portal. Not sure about something? Open a ticket or start a chat — we’re here to help.
We're excited to begin and support you every step of the way!