Use it when
- You know onboarding is messy but do not want another blank template.
- Clients fail to send access, assets, links, or approval owners on time.
- You need a practical first-week checklist your team can run.
- You want a status tracker that shows who is blocked and what happens next.
What you get
- One tailored client onboarding flow based on your current process
- Status tracker fields for owner, blocker, next touchpoint, and stage
- First-week checklist for intake, access, kickoff, assets, and handoff
- Kickoff agenda adapted to your service type
- Short written walkthrough for your team
Deliverables
- 48-hour email delivery with a tailored onboarding flow, tracker fields, first-week checklist, kickoff agenda, and a short walkthrough.
- At checkout, answer three intake questions about your service, tools, current onboarding flow, and where clients get stuck.
Common questions
- How is this different from the kit? The kit gives you editable templates. The sprint turns your current workflow into a tighter version you can use with your next client.
- What do I send? Checkout asks for your service, tools, current steps, and where clients get stuck. You can reply to the receipt later if you need to add examples or links.
Best fit
- You already have clients or sales calls.
- You know the handoff feels messy.
- You want someone to turn the mess into a clear first-week flow.
Not a fit
- You need legal review, a full CRM implementation, or live client support inside your tools.
- You only need generic templates and prefer to adapt them yourself.
$149 setup sprint
Checkout collects the intake details. Delivery is by email within 48 hours.