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.
Top comments (0)