What's included

• Custom client onboarding sequence (emails, welcome kits, kickoff workflow)

  Smoothly bring new clients into your business with a branded experience.

• Delivery phase milestones mapped in CRM/project tool

  Break down client projects into clear steps for easy tracking.

• Offboarding process (surveys, testimonials, final handoff checklist)

  End projects cleanly, collect testimonials, and prep for referrals or renewals.

• SOP documentation for the whole client journey

  Written guides for your team so the process is repeatable and consistent.

• Automation of repetitive steps in GHL/Notion

  Save time by automating client communications and task reminders.

• Client-facing playbook or portal

  Give clients a single place to access their info, updates, and resources.