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.