Client Onboarding SOP & Kickoff Package for Boutique Agencies | Editable Template to Stop Scope Chaos
Your first 72 hours with a new client decide whether they stay. This SOP makes sure you get them right every time.A complete client onboarding standard operating procedure and kickoff package for boutique digital agencies. Covers the full new-client sequence from internal handoff through kickoff call, workspace setup, and the 30/60/90-day check-in cadence.Includes a verbatim welcome email template, intake questionnaire outline, timed kickoff meeting agenda, post-kickoff summary requirements, RACI matrix, access tracker, Week 1 delivery checklist, escalation protocol, and a documentation requirements list.Fully editable: all fields marked with [BRACKETED PLACEHOLDERS] — drop in your agency name, project manager, tools, and communication channels and it's live before your next new client.What you get: Complete onboarding SOP covering internal handoff through Week 1 Verbatim welcome email (paste-ready) Client intake questionnaire outline Timed kickoff call agenda (60 min, 7 segments) Post-kickoff summary checklist RACI matrix for onboarding roles Tool access tracker table 30/60/90-day check-in agenda Escalation protocol with verbatim script Documentation requirements list Who this is for: Agency founders and project managers at 3–15-person shops who are losing time and margin to inconsistent onboarding — or who have onboarded a client badly and don't want to repeat it.Note: This document was drafted with AI assistance and reviewed against professional editorial standards before publication.
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