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When you take on a new client, the first thing you want is a clean, structured home for everything you know about them — context, contacts, goals, and data. This guide walks you through adding a new client organisation to Wenite, building out their dossier, and kicking off your first data collection trajectory so you can move from intake to insight as quickly as possible.

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Set up your new client

1

Create the client organisation

From your Cockpit, click Add client in the top right. Enter the organisation’s name, sector, and any high-level context that will help you orient quickly when you return to this dossier weeks from now. Give the client a clear, recognisable label — this is what you’ll see across your entire portfolio view.
2

Set up the client dossier

Once the organisation is created, Wenite opens the Client Dossier automatically. This is the living record for everything related to this client. Start by filling in the key sections:
  • Context — the business situation, the reason for engagement, and the client’s stated goals.
  • Contacts — add the key people you’re working with, including their roles and communication preferences.
  • Background information — any relevant history, previous interventions, or organisational documents you want to keep on hand.
The more context you add now, the stronger the foundation for every report and recommendation you’ll produce later.
3

Create your first project or trajectory

Navigate to the Projects tab inside the dossier and click New project. Name the trajectory clearly (for example, “Employee Engagement Scan Q3” or “Leadership Team Assessment”). Set a start date and define the scope: what questions are you trying to answer for this client, and what does a successful outcome look like?A well-named project keeps your work organised and makes it easy to explain progress to the client at any stage.
4

Choose or build the scan or instrument to use

Inside your new project, go to Data collection and select Add instrument. You can:
  • Pick from Wenite’s built-in scan library for common P&O topics (engagement, culture, leadership, onboarding, and more).
  • Import an existing instrument you’ve used before.
  • Build a custom scan from scratch using the instrument editor.
If a benchmark scan is available for your topic, use it — it gives you an immediate reference point and lets your results compound in value across clients over time.
5

Schedule and send data collection

Configure your scan for this client (anonymity settings, language, and deadline), then add your respondents. You can upload a contact list, paste email addresses, or share a link for self-registration. Set a clear deadline and click Send. Wenite dispatches the invitations and begins tracking responses automatically.
6

Review initial results

As responses come in, head to the Results tab in your project. You’ll see response rates in real time and a first look at the data as it accumulates. Once you close the round, the results flow directly into the client dossier — ready to be turned into substantiated advice.

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Tips for a smooth onboarding

Getting the setup right at the start saves you significant time later. Keep these best practices in mind:
  • Set clear goals upfront. Before you send a single survey, align with your client on what decisions the data needs to support. A well-defined goal keeps the instrument focused and the advice actionable.
  • Use a benchmark scan if available. Benchmark instruments give your results immediate context — you can tell your client not just what the score is, but what it means relative to a broader reference point.
  • Communicate the timeline to your client. Let them know when the scan will go out, when it closes, and when they can expect to see results. Clients who understand the process are more likely to encourage their teams to participate, which drives up response rates.
  • Keep the dossier current from day one. Add notes, decisions, and context as the engagement evolves. The dossier is only as useful as what you put into it — and the compounding benefit comes from consistency.
Every instrument or template you refine for one client becomes reusable across your entire portfolio. The more you work in Wenite, the faster each new engagement gets off the ground — your library of tools grows with your practice.
Client data in Wenite is fully isolated. No information from one client’s dossier is ever visible to another client or mixed with another engagement. You can work across your full portfolio with confidence that each client sees only what belongs to them.