Welcome a new client

Prepares everything for a new client's start: welcome email, questions and kickoff agenda.

What you ask

Search Acme

operations

2
  1. Sophie

    @devboxes We just signed Acme for a three-month SEO project. Prepare the onboarding.

  2. devboxes APP

    Everything for Acme is attached: the welcome email, eight questions about their goals and past SEO work, the access you need to their analytics and website, and a 45-minute kickoff agenda.

    acme-onboarding.md Markdown (raw)

What devboxes does

  1. Read what was sold

    • The deliverables, start date and contacts are noted.
  2. Write the intake questions

    • Every intake question asks for a fact the client still has to give.
  3. List the access you need

    • Every access item has its permission level.
  4. Plan the kickoff

    • The agenda has times per topic and the decisions to make.
  5. Set the first milestones

    • Every milestone has a date and what the client sees.
  6. Write the welcome email

    • The welcome email has at most 250 words and matches the request's names and dates.
    • onboarding.md is published.

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Agencies and consultancies and firms

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