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Lisa Sakura
Lisa Sakura

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Agency owners: what's the first week of a new client project actually look like for you?

I've been writing about client onboarding systems for small agencies, and one thing I keep wondering: how different is the reality from the "ideal" process?

For most agencies I've talked to, the first week looks something like:

  • A celebratory Slack message about landing the client
  • Scrambling to find the last onboarding document from a previous project
  • Someone forgetting to ask for admin access until day 4
  • The kickoff call being rescheduled twice

Is that closer to your experience, or have you actually built something that works reliably?

Specifically curious:

  • Do you have a written onboarding process, or is it more "whatever felt right last time"?
  • What's the one step that always gets skipped or delayed?
  • Has AI changed anything in how you handle new clients?

I'm not trying to sell anything here — I'm genuinely trying to understand whether the pain points I think exist actually match what people experience.

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