The Client Onboarding Intake
Build a client onboarding intake
We keep re-asking new clients for the same things: [WHAT WE NEED FROM EVERY CLIENT - ACCESS, LOGOS, BRAND GUIDES, GOALS, PAST WORK, WHAT WE FORGET AND CHASE LATER, WHERE PROJECTS USUALLY STALL IN WEEK ONE]. Build the intake: the single kickoff form that gets everything once, the access checklist with exact permission levels (not 'add us to everything'), the stakeholder map (who approves, who pays, who panics), the week-one schedule so nothing stalls, and the 'what to expect' page that cuts the anxious check-in emails in half.
Inputs needed
- #Needed assets, common gaps, week-one stalls
What good output looks like
Single intake form; exact access levels; stakeholder map; week-one schedule
The stream
Reading the room…
Same drawer
The Positioning Stress Test
Positioning
PT-0254The Weekly Client Status Report
Standardize client status reporting
PT-0279Tighten a Draft With a Skeptical Editor
Rewrite a draft to lead with its boldest claim, remove filler, and replace vague language with specifics.
PT-0278B2B Positioning, Objection Rebuttals & Cold Email Sequence
Turn a product description into positioning, objection rebuttals, and a five-email cold outreach sequence.