SOP-001 · REV 1.0 · 2026-07-23

Client Onboarding

Standard operating procedure for onboarding new clients from contract signature to first value delivery.

Owner: Operations Review Cycle: Quarterly Applies To: All new clients

Pre-Kickoff (Days -3 to 0)

1

Contract & Documentation

Ensure all paperwork is complete and accessible to the delivery team.

2

Internal Handoff Meeting

Sales briefs delivery team on client context, expectations, and any special considerations.

  • Review discovery notes and client goals
  • Discuss timeline and critical milestones
  • Identify potential risks or blockers
  • Assign project lead and team members
3

Client Workspace Setup

Create isolated client environment per data handling requirements.

Kickoff (Day 1)

4

Kickoff Meeting

Structured 60-minute call to align on goals, process, and communication.

  • Introductions and roles
  • Review project scope and success criteria
  • Confirm timeline and key dates
  • Establish communication cadence
  • Q&A and immediate next steps
Output: Kickoff notes document shared within 24 hours.
5

Information Gathering

Collect assets and access required to begin work.

First Value (Week 1-2)

6

Initial Deliverable

Ship something tangible within the first 5-10 business days to demonstrate momentum.

  • For websites: wireframes or preview link
  • For AI: initial data assessment or prototype
  • For automation: workflow diagram and scope confirmation
Goal: Client sees value before the first invoice.
7

Weekly Cadence Established

Confirm standing meeting time and reporting format.