Fri Jan 02

Onboarding Clients in 24 Hours

A repeatable intake playbook that moves prospects from curious to ready-to-build in one day.

process onboarding
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Great delivery starts with great intake. Here’s how we compress client onboarding into a single day without losing quality.

The four artifacts

  1. Intent doc — goals, audience, and primary CTA in 10 questions.
  2. Offer clarity — three paths only: Launch, Improve, or Maintain.
  3. Asset drop — logo, palette, copy bank, testimonials, product shots.
  4. Success criteria — one metric we will move (demos, trials, or calls).

What happens in 24 hours

  • Hour 1–4: Client completes the intent doc and uploads assets.
  • Hour 5–6: We turn goals into a project brief and confirm scope.
  • Hour 7–24: Backlog is created with atomic tasks and owners; a read-only dashboard goes live.

Communication rules

  • Async-first: loom updates and written feedback over meetings.
  • Two windows for questions: 10am and 4pm local time.
  • Changes outside scope become add-ons, not surprises.

Onboarding that is fast, predictable, and respectful of everyone’s time sets the tone for the entire engagement.