CompliancePaperwork
Onboarding paperwork
Collect signatures, policies, and details before a new client or a first day begins.
Tools
DocuSign, HoneyBook, BambooHR, Notion
Outcomes
Signed copy stored against the job • Missing details listed in one pass • No job started on an unsigned contract
Documentation
Instruction-ready detail below
What breaks
Contracts get signed after the work starts, and details get chased one question at a time. Every missing item is an email, a phone call, and a version that is not the copy on file.
What the workflow does
- Send the contract or waiver for signature as soon as the booking or job is created.
- Remind the customer when a signature has been outstanding for a few days.
- Check a new client or new starter record against a short list of required details, and send one message listing everything still missing.
- File the signed copy next to the job, so the next person does not ask again.
What stays human
You approve the contract template and the reminder wording, and you confirm the completed record yourself before the work starts.