The Client Onboarding Playbook

First impressions matter. A smooth onboarding process sets the tone for the entire client relationship.

Step 1: The Welcome Email

Send a personalized welcome email that outlines the next steps and introduces the team.

Step 2: The Kickoff Meeting

Host a kickoff meeting to align on goals, expectations, and communication preferences.

Step 3: The Client Portal

Invite the client to your white-labeled client portal in Felagar. This gives them a single place to access project updates, deliverables, and communication.

Step 4: The First Quick Win

Deliver a quick win within the first 30 days to build trust and momentum.