Get every client ready for kickoff.
For agencies, consultants, and accounting teams
The intake, agreement, deposit, and required files in one guided handoff. Know when your client is ready for kickoff.
In development. Join for launch updates, with no commitment.
Welcome, Avery.
Your project starts with a few details.
- ✓ Project questionnaire
- Complete
- ✓ Service agreement
- Signed
- ○ Brand assets
- Your next step
A signed contract isn’t the end of onboarding.
Work still waits on a logo, a questionnaire, a deposit, or the right contact. Give your client one place to finish, and your team one way to see what’s missing.
Everyone knows what comes next.
The workflow we’re building toward.
- 01
Build your welcome packet
Choose the questions, documents, and files you need.
- 02
Guide your client
Share a single link with a clear list of next steps.
- 03
Know when to begin
See what’s complete and follow up on the remaining items.
Be first to hear
when it’s ready.
Get launch updates about client onboarding. Use whichever email you prefer.
A short signup. No payment details. We’ll only contact you about Countermarq.
Thanks for joining.
We’ll email you when there’s news about client onboarding.
Anything you wish your current setup did better?
Before you join
What counts as ready for kickoff?
In the proposed flow, your checklist defines it: required answers received, agreement signed, deposit paid, and files supplied. A client’s progress should show the missing items, not just that they opened the packet.
Will it connect to my existing tools?
Connections to project management, file storage, and accounting tools have not been confirmed. Tell us which handoff you currently have to repeat manually.
What will it cost, and when will it launch?
Pricing and launch timing are not set. Joining expresses interest; it is not a purchase, reservation, or guarantee of access. We plan to share availability and pricing before you decide whether to try it.
Is this available today?
This page explores an upcoming Countermarq workflow. Joining the waitlist does not give you access to this workflow today. Features and launch timing are still being determined.
Does this replace my project management tool?
We’re exploring the handoff before work begins. Tell us which tools you want it to connect to so your existing process can continue.
What happens after I join?
We’ll save your name, email, and selected workflow, then contact you about launch news or opportunities to give feedback. You can ask to leave the list at any time. Joining does not create a product account.