Client Onboarding Journey

Each of our clients has different needs and different journeys, this guide may have steps that aren’t applicable to you.

1. Welcome & Deposit

• Receipt of deposit payment
• Welcome email with next steps
• Scheduling of kickoff meeting

2. Project Setup

• Client portal access setup
• Overview of portal features and resources

3. Kickoff Briefing Meeting

• Project scope review and alignment
• Discussion of goals and expectations
• Clarification of deliverables
• Collection of initial materials and assets

4. Timeline Planning

• Setting key milestones and deadlines
• Creating project timeline
• Establishing review and feedback cycles
• Scheduling regular check-in meetings

5. Communication Protocol