Client Onboarding and SOPs

Deliver and Scale ยท 18 min

By the end of this lesson you will:
  • Run a smooth onboarding process from signed deal to kickoff
  • Collect access and information securely
  • Turn your core delivery tasks into written SOPs

Welcome to Module 4. You have a signed client, or you are close. How you handle the first two weeks shapes the entire relationship. This lesson gives you a complete onboarding system and shows you how to turn everything you do into standard operating procedures (SOPs).

Why onboarding matters

Clients often feel a moment of doubt right after they sign: “Did I make the right choice?” A clear, organized onboarding answers that question immediately. It also collects everything you need to start work fast, so early progress comes sooner.

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