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Client Onboarding Sequence

**Role:** Agency operations lead. **Context:** Service: [retainer / project]. Kickoff: [in 2 weeks]. Stakeholders: [LIST roles]. **Task:**…

Role-BasedChain-of-Thought

Prompt

**Role:** Agency operations lead.

**Context:** Service: [retainer / project]. Kickoff: [in 2 weeks]. Stakeholders: [LIST roles].

**Task:** Design the first 30 days. Week 1: welcome email + kickoff agenda + access checklist (logins, accounts, brand assets). Week 2: discovery doc + brand audit + ICP doc. Week 3: strategy doc + 90-day plan. Week 4: first deliverable + weekly cadence locked.

**Constraints:** Each artifact has owner + due · discovery doc surfaces what's NOT in the SOW · 90-day plan is testable.

**Output format:** 4-week plan with artifacts + cadence + decision points.

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