Repeatable onboarding for small agencies

In a small agency, onboarding quality depends on whoever happens to be free that week. One person sends a beautiful welcome pack; another sends a bare folder link.

Templates solve it. Agree one process, save it once, and every new client gets the same start regardless of who kicks it off.

Keep templates and live onboardings separate. Improving the template should never rewrite a journey a client is halfway through.

Then give the team a single view of who is being onboarded and what each client is waiting on. Monday's status meeting turns into a thirty second scan.

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