A Client Onboarding SOP You Can Adapt for Your Agency

Welcome to everyone building or refining their agency systems. A polished onboarding experience can help a new client feel confident from day one—and save you from chasing details across emails and messages.Here’s a simple SOP you can adapt for web design, video editing, AI, or automation services. Start with the steps you need today; you can improve the process as you go.Client Onboarding SOPConfirm the agreement: Make sure the scope, timeline, payment terms, and communication channel are c...