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Client Onboarding

Turn new-client onboarding into a governed operational workflow with clear owners, connected systems, and proof at every step.

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When to use this

  • You sign a new client and need a reliable cross-team handoff
  • You want onboarding steps connected to the tools your team actually uses
  • You need AI to handle repetitive setup work without losing human control

Suggested SOP outline

  1. 1
    Send welcome email with next steps
  2. 2
    Schedule kickoff call with stakeholders
  3. 3
    Collect brand assets and credentials
  4. 4
    Create project workspace and shared folders
  5. 5
    Complete discovery questionnaire
  6. 6
    Draft project timeline and milestones
  7. 7
    Brief the delivery team
  8. 8
    Deliver first artifact and collect feedback
  9. 9
    Transition to ongoing delivery cadence

What the RUN records

  • Timestamped completion of every onboarding step
  • Who completed, approved, or escalated each task
  • Client-provided assets, credentials, and discovery inputs
  • A verifiable record of what was done before handoff to delivery

Featured templates

Agency

Client Onboarding

A comprehensive onboarding process for new clients, from kickoff meeting to first deliverable handoff.

10 steps · 5–7 days
Marketing

Content Publishing Workflow

End-to-end process for creating, reviewing, and publishing content across channels.

8 steps · 3–5 days

Connect your operations to AI execution.

OKiDO structures your procedures, connects your systems, and makes human + AI execution visible, enforced, and auditable — across your entire organization.

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