◆ L7S · ONBOARDING v1
Yes→Pay→Sign→Upload→Verify→Activate
◆ Onboarding System v1 ◆

Yes → Pay → Sign → Upload

The standard L7S client intake flow — one clean, repeatable path from a verbal yes to an activated, archived client. Every client onboarded the same way, every time.

This is the seven-step S.O.P. the team runs on every new client. Follow it top to bottom — nothing gets skipped, nothing slips. Stripe handles payment, DocuSign handles the agreement, and the secure uploader handles documents. — East 💎
Yes→Pay→Sign→Upload→Verify→Activate
SOP

The 7-Step Onboarding Pipeline

From commitment to kickoff — the exact intake sequence.
1
Prospect says “Yes”
Confirm in writing that the prospect is ready to move forward with the agreed [Offer] at the agreed [Price]. A clear written yes is what starts the clock — no ambiguity, no verbal-only commitments.
2
Send Stripe Checkout link
Share the v1 payment link for the agreed offer and confirm once payment clears. Card payment is secure and confirmation is instant.
Stripe Checkout link & payment confirmation plug in here
3
Payment confirmation
Once paid, log the client in Asana under “Client Onboarding v1” and tag East / Luckie. This creates the tracked record so the rest of the pipeline has a single source of truth.
Asana “Client Onboarding v1” · tag East / Luckie
4
Send agreement + intake form
Send the branded service agreement together with a fillable intake form for the client to review, complete, and sign. Delivered as a PDF or via e-signature.
DocuSign agreement + fillable intake (PDF / e-sign) plug in here
5
Send secure uploader link
Send the client a secure uploader link with the list of required documents — ID, SSN, bank statements, and any other documents specific to the offer. Sensitive documents go through the encrypted portal, never over text or email.
Secure Uploader encrypted document portal link plugs in here
6
Verify documents & forms
Confirm all three are in: payment received, agreement signed, and documents uploaded. When every box is checked, log the client as “Complete”.
Payment received Agreement signed Documents uploaded Log “Complete”
7
Activate service & archive final
Move the client to the correct board, save an S.O.S. Snapshot of the offer, scope, and status, and schedule the kickoff. The client is now live and the record is archived for reference.
Move to correct board S.O.S. Snapshot · offer / scope / status Schedule kickoff
DOCS

Documents the Client Provides

Requested in Step 5 through the secure uploader.

Required for onboarding

All collected through the encrypted uploader — never over text or email.
✓
Government-issued ID — driver’s license or passport
✓
SSN — for identity and account setup
✓
Bank statements — as required for the offer
✓
Signed agreement & intake form — returned from Step 4
✓
Additional documents specific to the offer — as listed on the uploader
Secure & compliant. Payment, signature, and every upload are confirmed and logged, so nothing falls through the cracks.

Start an onboarding

Confirm the offer and price, then run the seven steps top to bottom. Stripe, DocuSign, and the secure uploader plug in along the way.

◆ Book onboarding call →
L7S, INC. and/or its appointed representatives act solely as a commercial facilitator, coordinator, and technology/process support provider. L7S is not a lender, law firm, or licensed financial advisor, and does not provide legal, tax, or investment advice. Services are provided under a separate written agreement.