A client operating path—not another decorative welcome packet
Use the system to move from discovery to a delivery-ready operating record. It keeps owners, dependencies, evidence references, blocked gates, SOP acceptance, and offboarding cleanup visible while leaving passwords and private records in appropriate secure systems.
Built for a real decision trail
Move through seven controlled stages
- Register one client or privacy-safe alias.
- Complete required onboarding gates.
- Add recurring tasks with owners and SOP IDs.
- Test and accept SOPs before handoff.
- Track least-privilege access status with vault references.
- Log scope changes and escalations.
- Transfer ownership and confirm revocation at offboarding.
See the boundaries before using your own data
The fictional example includes a blocked viewer-access request, an SOP awaiting client approval, a scope-change decision, and an offboarding seat that remains open until the client confirms revocation.
Questions before you buy
Does this include contracts or NDAs?
No. Legal agreements and worker-classification guidance are outside the product.
Can I store client passwords in the workbook?
No. Store secrets only in an approved password manager. The workbook records tool aliases, roles, owners, vault references, dates, and status.
Is this a hosted client portal?
No. It is an editable XLSX/DOCX/PDF digital download with no subscription or account connection.
Will it work in Google Sheets?
The XLSX can be imported and edited, but some validation or formatting may vary. Current desktop Excel is the primary support surface.