✨ New to Moko Consulting? Here’s what onboarding looks like! From intake to tool setup, we make it seamless, supportive, and easy to follow.
Get started today.
#DigitalOnboarding #ClientExperience #MokoConsulting
At Moko Consulting, we believe a smooth start sets the tone for everything that follows. Our onboarding process is designed to be clear, supportive, and empowering — so you know exactly what to expect at every step.
🗘️ Step 1: Intake & Forms
Once you decide to move forward, we’ll send you a personalized intake form tailored to your selected services. This helps us gather key information about your business, goals, and preferences so we can hit the ground running.
🗂️ Step 2: Project Setup
Based on your responses, we create your client profile and set up your project in our internal systems. You'll receive a welcome email with a link to your Client Portal, where you can track progress, communicate with our team, and access shared files.
🛠️ Step 3: Tool Access & Configuration
Next, we begin provisioning your selected services. Whether it's a CRM, CMS website, live chat integration, or hosting setup — we configure your tools with your input in mind. You’ll get login credentials, tutorials, and guidance for each platform.
🤝 Step 4: Kickoff Meeting
We schedule a kickoff call to align expectations, confirm timelines, and walk through your initial setup. This is your opportunity to ask questions, clarify goals, and meet the people behind your project.
🔄 Ongoing Support
Our relationship doesn’t stop at launch. We provide continued support, optional training, and access to documentation to ensure you're confident using your tools.
💡 Pro Tip: Use the Client Portal any time to request updates, upload files, or communicate with your project manager.
We’re here to guide you every step of the way — from the very first form to final delivery, and beyond.