Client onboarding & operations
Launch Rooster
Get new clients organized before the work starts.
An agency onboarding platform for collecting information, gathering assets, approving briefs, and assigning launch work.
Sound familiar?
A client says yes, then your team spends days chasing files, answers, and approvals.
Project details
Readiness tracks checklist completion. External CRM, email, SMS, and calendar connections require setup.
Project snapshot: November 2026.
What MEFH built
Everything the team needs to get started.
Website & inquiry capture
Product pages and saved inquiries for agency review.
Client onboarding portal
Guided intake and client-specific invitations.
Agency dashboard
Client records, missing inputs, and onboarding progress.
Asset vault & messages
Files and client conversations alongside private agency notes.
Marketing briefs & approvals
Editable briefs with review, approval, and change-request states.
Launch tasks & readiness
Assigned work, status tracking, and a view of what is still missing.
For your business
Make the handoff after the sale easier.
Build an onboarding process that gives clients a place to contribute and your team a place to manage delivery.
I need this for my business