Action queue
Open onboarding work
No onboarding records foundCreate onboarding records or adjust the search filter.
Operations and people
Onboarding center for clients, projects, contractors, consultants, vendors, and employees.
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Open0Open onboarding workflows
Overdue0Target date has passed
Waiting Docs0Missing documentation
Handoff0Ready to hand off
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Onboarding workflow
Connected people paths
HR / EmployeesEmployee records, training, reviews, and HR ownership
Admin SettingsUsers, roles, permissions, and access setup
DirectoryCompany contact directory and people records
My WorkAssigned tasks, follow-ups, and daily priorities
Master CalendarDue dates, appointments, and handoff scheduling
System MapRole structure, module coverage, and system boundaries
Onboarding dashboard
Workflow coverage by type
No workflow summary yetOnboarding types will summarize here once records exist.
Legacy Organization
Department structure, roles, and accountability
Use this as the source of truth when routing new clients, projects, contractors, consultants, vendors, and employees to the correct owner.
1Owner / Principal
2Director of Operations
3Acquisitions / Permitting / Construction / Finance / Compliance / HR leads
Department lanes
- ExecutiveFinal authority on strategy, acquisitions, capital, leadership hiring, and major approvals.
- OperationsDay-to-day execution, department coordination, deadlines, reporting, and issue escalation.
- AcquisitionsLead intake, property review, due diligence, underwriting support, and closing coordination.
- Development & PermittingZoning review, permit strategy, applications, corrections, inspections, and consultants.
Operating accountability
- Operations / WeeklyProject oversight, department coordination, weekly owner reporting.
- Acquisitions / Per DealLead review, due diligence, underwriting, purchase recommendation.
- Permitting / Per ProjectPermit path, corrections, consultant coordination, inspection handoff.
- Finance / Weekly / MonthlyAP/AR, job costing, cash position, monthly owner/CPA reporting.
02-Organization/Department-Structure02-Organization/Org-Chart02-Organization/Roles-and-Responsibilities02-Organization/Accountability-MatrixAdmin roles System Map
Legacy SOP
Client Onboarding SOP
Client intake, scope, proposal, agreement, payment, document collection, kickoff, and handoff baseline.
Workflow checks
- Qualify client and project fit
- Execute agreement and collect retainer
- Collect project documents
- Kickoff and assign internal owners
Required evidence
- Signed agreement
- Retainer confirmation
- Property/parcel information
- Plans, photos, permits, or violation letters