The new-client onboarding SOP (first 48 hours)
A smooth start sets the whole project tone. Run these 6 steps the moment a deal closes.
— 1. Send welcome packet: process, timeline, revision policy
— 2. Collect assets: product, brand guide, logins if whitelisting
— 3. Confirm payment terms + send deposit invoice
— 4. Share the brief template for them to fill
— 5. Book the shoot date in writing
— 6. Set one channel for all comms (kill email + DMs + Slack chaos)
Turn this into a checklist you tick per client. Standardize onboarding and you look twice as senior. Save it.
UGC Ops Manual
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The new-client onboarding SOP (first 48 hours)
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