Free tool · onboarding velocity

How long until a new client sees value?

Enter the days each onboarding phase took. See your velocity score, the revenue delay, how you compare with typical timelines and a sprint plan to speed up.

ClientClient tier

Target (days)Monthly value (£)

Contract & Invoicing (days)Access & Assets (days)Kickoff Call (days)Milestone 1 Delivery (days)

Friction blockersLate upfront paymentMissing logins or accessSlow client approvalsUnclear scopeNew stakeholder joined mid-way

Typical timelines per tier are illustrative, not industry statistics.

Velocity score

Total days

22d

target 14d

Delay

Revenue lag

£800

LaggingTypical for this tier: 14 days. You are 8 days slower.

Milestone delay waterfall

Contract & Invoicing4d · +1.9d

Access & Assets6d · +3.2d

Kickoff Call3d · +0.9d

Milestone 1 Delivery9d · +2d

target

Accelerated onboarding sprint

1. Access & Assets: recover 4 days. Send one access checklist at signing and chase daily until every login and asset is in.
2. Milestone 1 Delivery: recover 2 days. Cut the first milestone to a small, visible deliverable and book the review call when you send it.
3. Contract & Invoicing: recover 2 days. Send contract and first invoice together, with a pay-by date and a reminder at 48 hours.
4. Kickoff Call: recover 1 day. Pre-book the kickoff call in the welcome email so it lands within three working days.
5. Remove blocker: Missing logins or access. Name one client owner for access and give them a deadline.

Client status report

Onboarding status: Acme Corp
Day 22 of a 14-day target (Lagging, score 64/100)
Running 8 days behind; about £800 of revenue is realised later than planned.

- Contract & Invoicing: 4d (target 2.1d)
- Access & Assets: 6d (target 2.8d)
- Kickoff Call: 3d (target 2.1d)
- Milestone 1 Delivery: 9d (target 7d)

Next steps:
1. Access & Assets: recover 4 days. Send one access checklist at signing and chase daily until every login and asset is in.
2. Milestone 1 Delivery: recover 2 days. Cut the first milestone to a small, visible deliverable and book the review call when you send it.
3. Contract & Invoicing: recover 2 days. Send contract and first invoice together, with a pay-by date and a reminder at 48 hours.
4. Kickoff Call: recover 1 day. Pre-book the kickoff call in the welcome email so it lands within three working days.
5. Remove blocker: Missing logins or access. Name one client owner for access and give them a deadline.

Your next step

Turn the delay into an owned next step.

You have a sprint plan and a client status report. Explore Flow Pilot’s action queue and Business Memory to keep the outstanding work and decisions together.

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