WORKFLOW · OPERATIONS

Client Onboarding

New clients feel lost in week one and judge early

01

Steps

Send welcome pack and contract within 24 hours
Collect access and info with 1 form
30-minute kickoff with a written agenda
Land the first quick win within 7 days
30-day review and testimonial ask

02

Example output

Fully active client in 7 days plus a 30-day testimonial

03

Portfolio evidence

Onboarding checklist plus welcome-pack template

SKILLS USED

Client intake Async communication Documentation

PRACTICE THESE TASKS

Build a client onboarding checklist Create a process document

STUCK OR UNSURE?

bring your learning to a 1-on-1All materials are free to study. If positioning, portfolio, or apply strategy stalls, we dissect it together.