Onboarding: [Client name]
Start date [date] · Main contact [name, email] · Approver [name]
Day 1: paperwork
- Signed agreement and first invoice paid
- Kickoff call booked (45 minutes)
- Shared folder created: [link]
Day 1 to 3: access
- Social accounts connected (send a connect link, never ask for passwords)
- Ad accounts: [platform] access as [role]
- Website or CMS access, if we edit pages
- Analytics: [GA4 / platform] viewer access
- Brand assets: logo files, fonts, colours, photography, past campaigns
Kickoff call agenda
- Goals for the first 90 days, in numbers
- Audience: who buys, why, and what they object to
- Competitors they admire, and ones they don't want to look like
- Topics or claims to avoid; legal or compliance review needed?
- Approval process: who, how, and how fast
Week 1: set up
- Content pillars and voice notes shared for sign-off
- First 2 weeks of content scheduled for approval
- Reporting dashboard set up; baseline numbers recorded
- Recurring check-in booked ([weekly / fortnightly])
Done when
The client has approved the first batch and knows when they'll hear from us next.