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Standard Operating Procedure
New Client Onboarding
Purpose: Move a signed client from contract to first working session with zero dropped handoffs.
1 Within 24 hrs of signature
- Send welcome email + signed agreement copy
- Create client folder from template
- Add key dates to shared calendar
2 Within 3 business days
- Schedule kickoff (60 min)
- Send intake form + document request list
- Assign internal point of contact
3 Before kickoff
- Review intake responses, flag gaps
- Draft session agenda from template
- Confirm access to required systems