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Onboarding form template

Solo Agency Dashboard (Copy)

Example onboarding flow

Contract Signed → Welcome Email → Onboarding Form → Kickoff Call

Example welcome email

Hey {name},

We have received the signed agreement and your first payment and now it’s time to get to work! We have already started preparations for your project and our goal is to make a big push during this first week to give us a head start.

With that said, we need a few things from you:

1. Please complete our kickoff questionnaire sometime in the next 2 days. (This is essential for us to get the project started)
2. Please book a kickoff call within the next 3-4 days so we can coordinate and get off on the right foot. (This call should only take 30-40 minutes)

As a reminder, our goal launch date is {xx/xx/xxxx}. On our kickoff call we will break this down into phases so you have a clear overview of the entire project. Looking forward to chatting on our kickoff call!

- {Your Name}

Onboarding Form

Onboarding form template

• Basic details
• Inspiration/Examples
• Logins and Access
• Assets
• Competitor Websites
• Content

Example Kickoff Call Agenda

• Go over onboarding form (do it with them if they haven’t done it)
• Go over your entire process with them
• Phases (discovery, design, feedback, development, launch)
• Payment benchmarks
• Explain the feedback process and what is expected of them
• Explain rounds and how feedback is submitted
• Address potential bottlenecks
• Talk to them about content, domain, launch, etc.
• Go through inspiration sites and why they like them
• Understand their hopes, dreams, and fears about the website
• Ask questions like “What would make this a successful project in your eyes?”
• Open Q and A - let them ask any final questions

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