INTERNAL SOP

Using Forms + Client Brief + Presentation

Across the 3 Onboarding Calls

Role

Client Launch & Growth Strategist

Time Horizon

First 60–90 Days

Mission

Speed to clarity. Speed to launch. Speed to trust.

The Core Principle

There are three tools:

Online Forms

Raw Client Input

Client Launch Blueprint

Operational Source of Truth

Presentation Deck

Authority & Alignment Tool

They serve different purposes. If you mix them up, onboarding becomes chaotic.

The System Architecture

Tool	Purpose	Who It Serves
Online Forms	Collect raw information	Internal intake
Presentation Deck	Align client expectations	Client-facing
Launch Blueprint	Confirmed operational decisions	Internal production

The forms are not final truth.

The Blueprint is final truth.

The deck drives alignment.

Call 1 – Strategic Alignment Call

45–60 minutes • Focus: Vision + priorities + non-negotiables

What You Review BEFORE the Call

Sales notes
Completed forms
Their website + GBP
Revenue size & tech count
Any obvious inconsistencies

You pre-fill the Strategic Section of the Launch Blueprint before the call.

During the Call

Tool Used: Presentation Deck

The deck drives the conversation. It:

•Establishes authority
•Defines success
•Explains the Digital Dominance framework
•Sets non-negotiables
•Locks 90-day expectations

You are not reading forms. You are aligning strategy.

While Presenting

You are updating the Launch Blueprint live (privately). You confirm:

Revenue targets

Top 3 services

Primary service areas

Capacity limits

Growth goals

30-60-90 expectations

You correct anything wrong in the forms.

Example:

Form says "24/7"

Call reveals "Live answering only"

Blueprint gets corrected.

End of Call Deliverable

Blueprint Strategic Section finalized
Technical Kickoff scheduled

Status: Strategically Aligned

Call 2 – Technical Implementation Kickoff

30–45 minutes • Focus: The Access Sprint

During the Call

Tool Used: Access Sprint Framework

You do NOT use the strategic presentation deck here. You use:

Essential Logins Form
Access Capture Sheet
Blueprint Technical Section

What Happens Live

You verify the Big 6:

1.Domain
2.Hosting
3.WordPress
4.Google Business Profile
5.GA4
6.Google Ads

Each gets marked:

✔ Verified

⏳ Pending

🚫 Blocked

You do not leave the call with "we'll send it later."

End of Call Deliverable

Blueprint Technical Section finalized
Access verified or clearly assigned

Status: Access Secured

Call 3 – Quick Wins Activation

Optional but Recommended • 30–45 minutes • Focus: Activation, not intake

During the Call

Tool Used: Quick Wins Activation Deck

You are not gathering information. You are activating. Examples:

•Confirm review process owner
•Trigger database reactivation
•Launch simple landing page
•Turn on retargeting
•Validate call tracking

You show them movement.

Blueprint Update

You log:

Quick win actions taken
Review accountability owner
Immediate campaign activations

Status: Momentum Established

Discipline Rules

Production never works off forms.
Production works only from the Blueprint.
Forms are never assumed correct.
Every inconsistency must be clarified live.
Access is verified live, not promised.

What Success Looks Like

After 3 Calls:

Client feels clear and confident
Production has zero ambiguity
Access is secured
Priorities are locked
Early momentum is visible
No one is asking "what did the client mean?"

That is gold standard onboarding.