Playbook · Beginner · 2h
Client onboarding that sets the tone: playbook
Onboard a new client in the first week so expectations, access and communication are settled before work starts.
- agency
- playbook
Inside this playbook
- Every new client has a kickoff, a plan and one channel within seven days of signing.
- Step 1: Send the welcome pack the day of signing
- Step 2: Collect access before kickoff
- Step 3: Run the kickoff on the agenda
- Step 4: Share the plan
- Step 5: Set the rhythm
- Steps
- 5
- Deliverables
- 3
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