Client Onboarding SOP
Turn a new client into a repeatable first 14 days
A complete onboarding system you can run the same way every time a client pays.
What you get:
- A kickoff call agenda (30 minutes) with questions that surface goals, constraints, and decision makers
- A day-0 welcome sequence: invoice received, access granted, kickoff booked, first deliverable dated
- A shared intake form covering assets, logins, brand rules, and who approves work
- A 14-day checklist with owners, due dates, and a single source of truth
- A stuck protocol: who to ping, after how long, and how to reset the timeline without drama
How to use it:
1. Copy the kickoff agenda into your calendar template.
2. Send the intake form before the call, not after.
3. End every kickoff with a dated first deliverable and a named approver.
4. Review the 14-day board every Monday. If a task is red, run the stuck protocol the same day.
This is the operating system, not a pep talk. Fill in your tools and run it on the next sale.