Section 8
Client Onboarding System
A repeatable, 5-phase onboarding that sets every engagement up to win.
Welcome
- Send welcome email + Loom intro
- Share onboarding doc + portal access
- Set kickoff call within 5 business days
Discovery
- Send discovery questionnaire
- Audit existing assets, analytics, and accounts
- Review brand, audience, and prior campaigns
Goal Collection
- Define one north-star metric
- Set 30/60/90-day targets
- Agree on definition of success
Project Setup
- Spin up shared workspace (Notion/Slack/Drive)
- Add tracking, access, and integrations
- Confirm reporting cadence + format
Expectation Management
- Map communication norms
- Set response-time SLA
- Schedule weekly check-in + monthly review