Client Onboarding
Get Us What We Need, Then We Move Fast
This page shows exactly how onboarding works for every engine and what you need to provide so your project does not stall.
- Clear checklist
- No back-and-forth
- Faster launch
Overview
Onboarding Is a Short Sprint
We collect access, assets, and approvals up front. That keeps the build clean and prevents delays. If something is missing, the project pauses until it is provided.
Fast Path
What Makes Onboarding Fast
- One Place for Assets Logos, photos, copy, brand notes, and links live in one folder. No hunting through email threads.
- One Approval Thread Feedback is grouped into rounds so nothing gets missed and revisions stay organized.
- Access on Day One Domain, hosting, and core accounts are ready before production work starts. No waiting.
- Decisions Without Delay You pick the option, we implement, and we keep moving. Indecision is the project killer.
Step by Step
The Onboarding Sequence
This is the order. We keep it simple so we can ship fast.
- 1 Kickoff and GoalsConfirm objectives, target customer, key differentiators, and what success must look like. This shapes everything.
- 2 Access and AccountsDomain, DNS, hosting, email, Google accounts, and any required platform logins. We need these before building starts.
- 3 Assets and ContentLogos (vector files), brand colors, photos, copy, service list, pricing, and any existing materials worth keeping.
- 4 Structure and PagesConfirm page list, navigation hierarchy, primary calls to action, required forms, and any special functionality.
- 5 Tracking and AnalyticsInstall and verify analytics, conversion tracking, call tracking, and reporting baselines. If we cannot measure it, we cannot improve it.
- Review and ApprovalsFeedback in rounds. One request per comment. Clear approvals. Then we ship and move to ongoing care.
- Do not send assets across five email threads. One folder. One source of truth.
- Do not change strategy mid-build without calling it out as a scope change.
- Do not wait a week to approve a round if you want a fast launch.
Engine Requirements
What We Need Based on Your Engine
Open the section for your engine. If you are not sure, pick the closest match and we will confirm during kickoff.
Fan Engine Checklist
- Brand AssetsLogo files (PNG and vector), band photos (high-res), fonts if you have them, and brand colors (hex codes).
- Core ContentBio (short and long), streaming links, contact email, social handles, and any press quotes or features.
- Shows WorkflowTell us if you want to submit shows by email or a form. We set up the display and make updates easy.
- Merch PaymentsStripe account for SureCart. If you do not have one, we can help you set it up during onboarding.
DNS note: if you already have a domain, we will need DNS access or a contact who can update records when we are ready to go live.
Foundation Checklist
- Services and LocationsComplete service list with descriptions, service areas (cities and counties), and any priority locations to target for SEO.
- Proof and TrustReviews (screenshots or links), photos of completed work, licenses, certifications, awards, and testimonials.
- Google Business ProfileOwner or manager access so we can optimize categories, attributes, and align on-site signals for local SEO.
- Analytics AccessGoogle Analytics, Search Console, and Tag Manager if you have them. If not, we will set them up.
NAP consistency: your business name, address, and phone must match exactly across your Google Business Profile, website, social profiles, and directories.
Growth Engine Checklist
- Lead DefinitionWhat counts as a qualified lead (job size, location, service type) and what should be filtered out as junk.
- Routing RulesWho gets what lead (by service, location, or value tier) and what should happen next automatically.
- CRM and InboxWhere leads should land. EspoCRM is typical. If you use something else, tell us your stack and we will confirm compatibility.
- Tracking RequirementsCall tracking, form tracking, attribution rules, conversion events, and reporting expectations.
If ads are involved: we will confirm ad budget, conversion events, landing page strategy, and proof-of-performance reporting during kickoff. Ad spend is separate and goes directly to Google and Meta.
The bottom line: hot leads route instantly, warm leads enter nurture, and cold leads get filtered out before they waste your time.
Want Onboarding Done Today?
Book the kickoff call. We will confirm your engine, send the checklist, and get your build moving within 48 hours.
- Clear plan
- Fast execution
- No surprises