The first month with a new client sets the tone for everything after. Basecamp turns onboarding into a simple checklist you can reuse, so every client gets a smooth start and sees results in the first 30 days.
Manage projects, coordinate teams, and master your company with Basecamp
Streamlining client onboarding
The account team keeps kickoff meeting photos in Docs & Files, and client emails, from signed agreements to logo files, come in through Email Forwards. To-dos cover day one, week one, and the first 30 days, a Card Table tracks each new client from kickoff to handoff, the shares the latest checklist, and the team talks about clients in Chat.
Background by Declan Sun via Unsplash
The same core features are included with every package
- Message Boards for internal announcements
- To-dos for tracking work and accountability
- Card Tables is our take on Kanban for process tracking
- Chats & Pings for group chat and direct messaging
- Scheduling for deadlines, milestones, and events
- Docs & Files for storing assets
- Reports & Automatic Check-ins for staying up on things
- Connect your AI agents, Claude, ChatGPT, Muse, Grok Bot, and others
- Rock-solid reliability and a record you can trust
Want a walkthrough? Live Q&A session? Book a personal demo with our team.