Check out this brief walkthrough of the customer onboarding dashboard. This is not an original idea of mine, I stole it from Kyle of the Admin Bar. He was talking about his processes and in the post he mentioned the Customer Dashboard. A lot of people responded wanting to know what he meant. So he did a video explaining what he made and how he uses it.
Such a good idea and I can see how this will put a client at ease knowing they are being taken care of. So I didn't wait a minute and jump on making my own. Super simple, nothing fancy, just the basics.