Clients · Client OS
Groundwork
How to start a client, what to collect, the journey from onboarding to offboarding, and every client’s Knowledge Document.
Client OS
Everything for a client, in one place
Groundwork is where a client’s whole life with us lives: how to start them, what to ask, the step-by-step journey from onboarding to offboarding, and their Knowledge Document. Fill a client in once here and their details flow into every other tool.
How to kickstart a client, the CrossHub way
Four simple moves whenever a new client comes on board.
- 1
Have the first brief call
Get on a call and collect everything on the onboarding checklist: brand, scope, contacts, assets and goals.
- 2
Fill their Knowledge Document
Put every answer into their Knowledge Document. It becomes the single source of truth and fills every other tool.
- 3
Follow the client journey
Move the client through each stage (strategy, content, ads, reporting, review) using the right CrossHub format at each step.
- 4
Use the formats
Build the calendar, ads, reports, MOMs, reels, captions and more from the formats library, all filled in with the client’s details.
First brief call
What to collect while onboarding
Run through this on the first call so nothing is missed. Everything here goes straight into the client’s Knowledge Document.
Onboarding to offboarding
The client journey
Every client moves through these stages. Each one has a clear job and the FCM format to use for it.
In flight
Active clients
Every client we are working with, what they came for, and where they are in the journey. Open a client to edit their Knowledge Document.
Set each client’s status, services and stage inside their Knowledge Document.
Task manager
Tasks, live
What is due, what is done, date by date. Add a task for any client and tick it off when it is complete.
Add a task
The client knowledge bank
Knowledge documents
One document per client, the single place all their details live. Open one to edit it, or start a new client. Saved clients fill in across every FCM tool.
Your clients
Open a client to edit, or add a new one.
Basics
Status and engagement
This powers the Active clients board and the tasks.
Scope of work
Location, socials and contacts
Client library
The links the team needs on hand.
Offering and audience
Strategy
Brand and guardrails
One stop for every format
All FCM formats
Every tool the team uses, in one place. Open any one and it fills in the client’s saved details.
Admin
Team dashboard
Who is doing what, live. Approve new team members and see everyone’s activity across the studio.
Team access Live
New sign-ups wait here until you Approve them. Nobody gets in on their own. You can Decline or Revoke anyone below. If someone needs a new password, click Allow password set-up and ask them to set it within 30 minutes.
Team departments
A person’s department decides what they see. Heads (Design, Editing, Photography, Website, SEO, PM) see their own team. Only you are the owner.
Activity by team member
Tool generations, most active first.