# THE 10-MINUTE CLIENT ONBOARDING SOP & ASSET CHECKLIST

> **Welcome to the Elite Agency Onboarding Standard**. Use this checklist immediately after a client signs their agreement and pays their deposit.

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## ⚡ Phase 1: Minute 0 to 15 (Immediate Post-Payment Automation)
- [ ] **Step 1**: Send automated **Welcome & Portal Invite Email**.
- [ ] **Step 2**: Generate private, branded **Client Notion Workspace** link.
- [ ] **Step 3**: Record or embed a 3-minute Loom walkthrough of the portal.
- [ ] **Step 4**: Assign internal project owner / Lead Strategist in Agency CRM.

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## 📋 Phase 2: Hour 1 to 24 (Structured Asset & Access Collection)
- [ ] **Brand Identity Package**:
  - [ ] Vector Logo Files (.SVG, .AI, or high-res transparent .PNG)
  - [ ] Brand Style Guide & Typography Rules
  - [ ] Exact Primary, Secondary & Accent Color Hex Codes
- [ ] **Technical Credentials & Permissions**:
  - [ ] Hosting & Domain DNS registrar access
  - [ ] CMS / Workspace admin invite (WordPress, Shopify, Webflow, Web App)
  - [ ] Google Analytics 4 & Google Tag Manager Container ID
- [ ] **Target Audience & Competitive Baseline**:
  - [ ] Primary Ideal Customer Profile (ICP) breakdown
  - [ ] Top 3 Direct Competitors (with URLs)
  - [ ] Core Unique Value Proposition & #1 Desired Project KPI

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## 🧭 Phase 3: Hour 24 (Kickoff Synthesis & Executive Brief)
- [ ] **Step 1**: Paste raw intake answers into the **AgencyFlow PR-01 AI Prompt Recipe**.
- [ ] **Step 2**: Generate 1-page Creative Brief & Executive Summary.
- [ ] **Step 3**: Generate Kickoff Call Agenda with 7 custom discovery questions.
- [ ] **Step 4**: Send Kickoff Calendar Invite (Calendly) with pre-populated agenda.

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## 🛡️ The 2 Golden Rules to Protect Your Timeline
1. **The 48-Hour Review SLA**: "All deliverable feedback must be submitted within 48 business hours using the structured revision form to guarantee project launch date."
2. **The 2-Round Revision Limit**: "Deliverables include two rounds of consolidated revisions. Out-of-scope requests are handled via a formal Change Order."