Client onboarding systems

The problem

I got tired of re-explaining my own process every time someone new signed on. Each client got a slightly different version of onboarding, and each version produced a different round of questions.

So I wrote it down once, properly, and made it the way every client starts.

What I built

1. SOP-001: onboarding

   An intake form in Tally, then the contract, a kickoff brief, and a shared workspace in Notion. The steps happen in the same order every time, so a new client always knows what's next.

2. SOP-002: billing

   A 50/50 deposit, with invoices numbered LMP-[YEAR]-[###] and paid through Wise. The payment terms are explained before the first invoice, which is when people would otherwise ask.

3. Write it so a client can read it

   Both documents are written in plain language for the client, not for me. If a step needs explaining, the explanation is already in the document.

What changed

Onboarding got roughly 40% faster, and the "wait, when do I pay you" emails stopped. It's now the standard start to every engagement.

• Notion
• Tally
• Wise