Complete Client Onboarding Set-up Package

Ready for Happy Clients? Download our proven systems, workflows, and guide to plug and play into your agency to streamline your onboarding process.

You will get:
>> Our Briefing Docs. We cover everything, we even ask when their birthday is so you can help them celebrate.

>> Our Access Guide, which is a crucial step between onboarding and kick-off. We walk through all the access you need from your clients to take the guesswork out of their process.

>> Our Kick-Off Call Checklist. First impressions count, and this checklist will help lay the foundation for the best client relationship, ever.