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ServiceMumbai

Client Onboarding SOP (Agency Edition)

Designed for agency teams managing multiple clients, this SOP standardizes onboarding steps and internal ownership. It reduces confusion during handoff and helps teams move from sale to delivery in a consistent format.

The document includes kickoff agenda templates, client expectation framing notes, weekly update structure, and escalation paths for blocker scenarios.

Highlights

  • Kickoff agenda template and owner matrix
  • Week-by-week onboarding roadmap format
  • Client communication templates and escalation path
    Client Onboarding SOP (Agency Edition) | Macphersonweb