Purpose

This SOP ensures every new client engagement is properly set up in our systems and ready to run — so nothing falls through the cracks between "contract signed" and "work actually begins," and so anyone on the team could pick up an onboarding if Priya were unavailable.##

When to Use This

Trigger this process as soon as a new client has signed an engagement agreement — before any actual client work begins.

Steps

  1. Create the Project. Add a new row in the Projects database. Fill in: Project name (Client — Engagement Type), Status = "Active," Deadline (if a fixed end date applies), Owner.
  2. Send the welcome packet. Email the client the engagement agreement (signed copy), a brief overview of what to expect in the first two weeks, and a request for any initial documents/data needed to begin work.
  3. Schedule the kickoff call. Once the client confirms availability, create a row in the Meetings database for the kickoff call — fill in Client, Project (linking to the Project you just created), Date, and Attendees.
  4. Run the kickoff call. (This step hands off to the "Meeting Prep & Follow-Up" SOP — follow that process for how to actually run the call itself.)
  5. Create initial action items. Immediately after the kickoff call, use the "+ Add Action Item" button on that Meeting row to generate the first tasks — e.g., anything the client requested, or any internal setup work identified during the call. Fill in Project and Due Date for each.
  6. Confirm access & files are in place. Make sure any shared folders, data access, or communication channels the client needs are set up before the next scheduled touchpoint.
  7. Mark onboarding complete. Once the client has a live Project, at least one completed kickoff Meeting, and initial Tasks in motion, onboarding is considered done — ongoing work continues under normal Meeting Prep/Follow-Up and Weekly Reporting processes.

Notes