Streamline Onboarding

Simplify discovery and initial contact across your four businesses with one interactive workflow.

Client Onboarding

Streamlining discovery and initial contact for your four businesses.

Screenshot showing the multi-business selection interface of the onboarding workflow application.
Screenshot showing the multi-business selection interface of the onboarding workflow application.
Visual of the four-step discovery phase workflow interface capturing client inquiries.
Visual of the four-step discovery phase workflow interface capturing client inquiries.
Multi-Business

Switch easily between your four businesses, each with tailored contact and briefing.

Discovery Phase

Guide clients through initial contact and inquiry logging smoothly via multiple channels.

FAQs

What is this?

It’s a tool to streamline your client discovery phase.

Which businesses?

Supports CMJ Design Studio, Diaspora Alchemist, MontessoriOpenAI, and Keynotes Spice Co.

How does it work?

Clients reach out via email or forms, then the app guides you through discovery steps tailored to each business.

Yes, switch seamlessly between your four business lines anytime.

Can I switch businesses?
Is it customizable?

Absolutely, each business has its own contact methods and focus areas.

Contact Us

A friendly workspace with a laptop, notebook, and coffee cup ready for client inquiries.
A friendly workspace with a laptop, notebook, and coffee cup ready for client inquiries.

Reach out anytime to start your discovery phase with any of our four businesses.