Client Onboarding Workflow

Create a client onboarding workflow for [SERVICE/AGENCY TYPE].

Service: [WHAT YOU DELIVER]
Onboarding duration: [TIMEFRAME]

Provide:
1. **Welcome Package**: What to send immediately after signing (email copy included)
2. **Kickoff Call Agenda**: Structure for the first meeting
3. **Information Gathering**: Questionnaire/intake form with all questions you need answered
4. **Access & Setup Checklist**: All systems, logins, and permissions needed
5. **Project Timeline**: Template Gantt chart or milestone view
6. **Communication Plan**: How and how often you'll communicate
7. **Expectation Setting**: What they can expect from you and what you need from them
8. **First Deliverable**: Quick win to deliver in week 1 to build confidence
9. **Feedback Loop**: How to collect and act on early feedback
10. **Automation Opportunities**: Which steps to automate (email sequences, task creation, reminders)

Create a client onboarding workflow for [SERVICE/AGENCY TYPE].

Service: [WHAT YOU DELIVER]
Onboarding duration: [TIMEFRAME]

Provide:
1. **Welcome Package**: What to send immediately after signing (email copy included)
2. **Kickoff Call Agenda**: Structure for the first meeting
3. **Information Gathering**: Questionnaire/intake form with all questions you need answered
4. **Access & Setup Checklist**: All systems, logins, and permissions needed
5. **Project Timeline**: Template Gantt chart or milestone view
6. **Communication Plan**: How and how often you'll communicate
7. **Expectation Setting**: What they can expect from you and what you need from them
8. **First Deliverable**: Quick win to deliver in week 1 to build confidence
9. **Feedback Loop**: How to collect and act on early feedback
10. **Automation Opportunities**: Which steps to automate (email sequences, task creation, reminders)