Client onboarding

Media Phoenix

A simpler first step from a prospect's website to an assessment and guided account access.

Inside the project

See the software.

The business need

  • Client onboarding
  • A simpler first step from a prospect's website to an assessment and guided account access.

The challenge

Starting an assessment and collecting provider access can turn into long email threads and unsafe password requests.

What Firequark built

Firequark shaped a branded snapshot intake and a separate invitation-based access experience. Each has a clear next step without asking clients to share their primary passwords.

What the experience makes possible

From a need
to a useful next step.

01

Start with the website

Enter a business name and public URL in a focused assessment form.

02

Keep access deliberate

A valid invitation is required before a client continues into provider access.

03

Simplify the handoff

Branded guidance explains what is needed and what must never be shared.

Ignition

Have a workflow like this?

We can help you map it, build the right first version and connect it to the systems you already use.