Productivityv1
Client Onboarding Workflow
by David Flynn
client-onboarding-workflow-dd93d7b4
live
Use Client Onboarding Workflow to turn every new client into a confident.
Setting up turn every new client into a confident and validating the workflow now...
Done. Client Onboarding Workflow is configured to turn every new client into a confident.
Description
Most agencies lose clients in the first 90 days - not because of bad work, but because of a bad start. The Client Launch Protocol is a complete onboarding system from signed contract to first meaningful win. Covers intake questionnaire design, kickoff meeting structure, goal alignment framework, RACI setup, communication cadence design, and a first-30-days success checklist.
- Turn every new client into a confident
- Aligned partner in 30 days or less
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Version History
v1
Mar 2, 2026
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