Client Onboarding & SOP System

Run every new client the same, calm way, from signed to first result.

Clients rarely leave because of one bad month. They leave because the first month felt messy: access chased for weeks, no clear kickoff, nobody sure who approves what. This system makes your onboarding and monthly rhythm a set process you run the same way every time, so clients feel looked after and you stop rebuilding everything from scratch.

What's inside

• Operations Guide (PDF, 26 pages). Why onboarding decides retention, the sequence from signed to first result, setting expectations, getting access, the kickoff call, the first 30 days, the monthly reporting rhythm, handling scope creep and change requests politely, and offboarding cleanly.
• SOP Library (DOCX). 12 standard operating procedures, each with purpose, owner, trigger, steps, checklist and a clear "done means": onboarding, kickoff, access audit, ad account audit, monthly report, content approval, change request, invoice follow-up, check-in call, issue handling, offboarding and internal handover.
• Client Tracker (XLSX, 7 tabs). Client pipeline, onboarding progress per client, access tracker, deliverables calendar, report log and renewal dates with automatic countdowns and colour warnings. Filled example plus a blank copy.
• Access Request Checklist (PDF). Client-friendly steps to give you access to Meta, Google Ads, GA4, Search Console, Tag Manager and Business Profile without sharing a single password.
• Client-facing templates (DOCX): onboarding questionnaire (ads, SEO, web, social), welcome pack, kickoff call agenda and a monthly report template.

Good fit if you're a freelancer or a small agency (1 to 10 people) doing marketing, ads, SEO, web or social for clients.

Please note: this kit does not include contracts or legal terms. Use your own contract.

Digital download. Because files are delivered instantly, all sales are final. If a file is broken or missing, email [email protected] and we'll fix it the same week.

Licensed for one business. Use it for your own business and your own clients as often as you like. Please don't resell, share or republish the files.