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.
There are three tools:
Online Forms
Raw Client Input
Client Launch Blueprint
Operational Source of Truth
Presentation Deck
Authority & Alignment Tool
| 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.
What You Review BEFORE the Call
- Sales notes
- Completed forms
- Their website + GBP
- Revenue size & tech count
- Any obvious inconsistencies
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
While Presenting
You are updating the Launch Blueprint live (privately). You confirm:
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
What You Review BEFORE the Call
- Essential Logins Form
- Blueprint Technical section draft
- Big 6 login pages pre-opened
You identify likely friction points in advance.
During the Call
Tool Used: Access Sprint Framework
You do NOT use the strategic presentation deck here.
You use:
What Happens Live
You verify the Big 6:
Each gets marked:
End of Call Deliverable
- • Blueprint Technical Section finalized
- • Access verified or clearly assigned
Status: Access Secured
What You Review BEFORE the Call
- Tracking status
- GBP status
- Website build progress
- Review process
- Database size
You identify what can produce a fast visible win.
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
1. Forms = Intake
- • Completed before Strategic Call
- • Not trusted blindly
- • Used as starting point
2. Presentation Deck = Authority & Alignment
- • Used only during client-facing calls
- • Drives narrative
- • Sets tone
3. Launch Blueprint = Single Source of Truth
- • Updated after each call
- • Used for internal handoff
- • Used by production only
- • Used by future Account Manager
- 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.
You are not a note-taker. You are:
The filter
The clarifier
The pressure-tester
The translator
Sales sells hope. You build structure.
- Reading forms line-by-line in Strategic Call
- Trying to do strategy during Technical Kickoff
- Ending Access Call without verified access
- Letting Quick Wins become a vague check-in
- Letting production ask clients questions you should have handled
- 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.