Navigate to the Roadmaps section and select your client’s roadmap
Open the roadmap step, scroll to the bottom of the page, and click the ‘Copy Link’ button.
Share the link with your client. From there, they can select the package that best matches their needs.
After selecting a package, your client will be redirected to the DocuSign section. Once they have signed and completed the document, they should click ‘Submit.
Your client will be redirected to the client portal
Onboarding Client Trough Roadmap Shareable Link
Here is a step-by-step guide on how your client is onboarded after you share the roadmap link with them.
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