Business problem: A small US-based agency (say, a marketing or web design shop) has onboarding chaos, new clients get a scattered mix of emails, forms, and Slack messages, so nothing's tracked and things fall through.

Deliverables:

• End-to-end onboarding workflow: inquiry → contract → kickoff → first deliverable
• GoHighLevel or Dubsado pipeline mapped out with automated triggers
• SOP document that a new hire could follow with zero prior context

1. End-to-end Onboarding Workflow - Dubsado

a) Inquiry

Make sure to have a lead capture form, detailing client needs and referral source

b) Contract

Ensure we have a contract detailing the scope, expected deliverables, timeline, and payment details.

c) Kickoff

A proposal detailing how we work right before the contract is signed

A questionnaire asking all the relevant questions to kick the project off