New-Client Onboarding SOP: First 48 Hours

New-Client Onboarding SOP: First 48 Hours

The handoff after "yes" sets the whole relationship. Run this fixed sequence every time.

Hour 0: Send welcome doc + invoice for 50% deposit. No deposit, no calendar slot.
Hour 2: Share the intake form (see the 5-field SOP) and a shared folder named Brand_YYYY.
Hour 24: Send product-receipt confirmation + your shoot date.
Hour 48: Deliver 3 written hook concepts before filming anything.

Every asset lives in the shared folder, never DMs. Every date is in writing. By hour 48 the client has seen structure, not chaos — that's what gets you rebooked. Save this as your onboarding template and run it identically for client one and client fifty. Rinse and repeat.