SOLOSTACK — CLIENT ONBOARDING SOP
===================================

STEP 1: SEND WELCOME PACKAGE (Day 0)
[ ] Send welcome email with project overview
[ ] Attach signed contract copy
[ ] Include invoice for deposit (50% upfront)
[ ] Share project timeline / key milestones
[ ] Send client intake questionnaire

STEP 2: SET UP PROJECT INFRASTRUCTURE (Day 1)
[ ] Create project folder (Google Drive / Notion / your tool)
[ ] Add client to project management tool
[ ] Set up communication channel (Slack, email thread, etc.)
[ ] Schedule kickoff call

STEP 3: KICKOFF CALL (Day 2–3)
[ ] Review project scope and deliverables
[ ] Confirm timeline and milestone dates
[ ] Agree on communication cadence (weekly update? biweekly?)
[ ] Set expectations for feedback turnaround
[ ] Record action items from call

STEP 4: PROJECT SETUP COMPLETE CHECKLIST
[ ] Deposit received and confirmed
[ ] Kickoff call complete
[ ] All assets/logins received from client
[ ] First milestone scheduled
[ ] Client added to CRM / contact list

---
Want the full SOP library (invoice processing, project delivery, offboarding, and more)?
Get SoloStack Membership → https://solostack.madethis.app/products