World Class
Onboarding Manual
Your complete guide to executing a world-class onboarding process for your digital marketing agency clients in your niche.
Onboarding Process Overview
Learn the proven two-call framework for delivering exceptional client onboarding experiences.
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Complete Manual Overview
Your comprehensive guide to all 7 sections of the Client Onboarding Manual.
The Onboarding Process
A strategic approach that separates alignment from execution, with an optional third call to activate quick wins.
⚠️ Critical Rule
Never combine these calls. For high-value clients, mixing strategic alignment with technical setup dilutes both. Keep them separate.
Complete System Overview
See how all 8 phases and 3 tools work together in the complete client launch system.
Quick Access
Jump directly to the resources you need.
Presentation Templates
Ready-to-use slide decks for all onboarding calls
Training Resources
Video tutorials and comprehensive documentation
Your Role
Responsibilities and success criteria
AI Call Review
Automated call analysis and feedback system
Process Flow
Complete system overview with all 8 phases
Standard Operating Procedures
Step-by-step execution guidelines