Onboard clients
A welcome kit and checklist so every new client knows what happens next.
- Founders
- Small business
You start with
New clients keep asking the same five questions in week one. Make a welcome kit and a checklist for us.
Got it. I'll open threads for First-week questions, Welcome kit and Checklist. First question…
What the project does
1Opens threads
Side questions get their own space.
- First-week questions
- Welcome kit
- Checklist
- Welcome email
2Settles facts
Decided once, used everywhere.
- Kickoff
- Within 3 business days
- Contact
- One named account lead
- They send
- Logo, logins, brand guide
- Check-ins
- Fridays, 15 minutes
3Builds outputs
Ready to send or publish.
Welcome kit
Web page
Web pagePDFOnboarding checklist
Checklist
PDFWordWelcome email
Email
Word
Next time: Change the process once on the facts sheet; every kit after that matches.
More jobs to run the business
All jobs- Write your playbookTurn how you actually work into SOPs someone else can follow.
- Update investors or your teamA monthly update from your notes and numbers, in the same shape every time.
Start with one sentence. Axyen takes it from there.