The secret to successful on-boarding
summary
Agency adopts a strict onboarding checklist: require a deposit, hit the first 48 hours checklist, and refuse to start design until content and domain/hosting access arrive. Projects are duplicated in PM, a Slack channel is created, contracts and deposits are uploaded, and meeting recordings are transcribed. Use Process Street for step-by-step tasks, ActiveCampaign for onboarding emails and a 30/60/90/120-day followup sequence, and Zapier to glue systems. Outcome: fewer Friday-afternoon surprises, less scope creep, faster launches.
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chapters (11)
- 0:00Client onboarding systems
- 1:26Structured onboarding process
- 3:31Project pitfalls and fixes
- 6:21Turning clients repeat
- 8:50Documenting client issues
- 10:40Client expectations setup
- 12:47Client setup workflow
- 14:56First 48 hours
- 16:46Automating onboarding
- 17:32Non-technical client challenges
- 19:59Q&A
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