Workflow documentation for small agencies
Turn messy client onboarding into a workflow your team can actually use.
When onboarding lives across inboxes, old docs, screenshots, memory, and whoever happens to be handling the account, steps get missed and handoffs get sloppy.
Workflow Packs turns that mess into a clear SOP, checklist, and handoff structure for one core onboarding workflow.
CLIENT ONBOARDING SOP
Start: Signed client
- Send welcome email + kickoff options
- Create client folder and naming convention
- Request intake materials
- Confirm kickoff owner and timeline
CHECKLIST
- Kickoff scheduled
- Docs requested
- Folder created
- Next step assigned
- Missed onboarding steps
- Messy internal handoff
- Founder-dependent process memory
- Inconsistent client experience
What messy actually looks like
Usually, the problem is not “we have no process.”
The problem is that the process is doing its work in the wrong places. A few steps live in someone’s head. A few live in an old client folder. A few live in a welcome email that gets copied forward. A few only happen when someone remembers them.
That is why “just write SOPs” usually fails. The issue is not missing words. The issue is scattered operational memory.
What we do
We start with one workflow and make it usable.
Not your whole business. Not a giant operating system project. One recurring workflow, cleaned up and documented well enough to reduce confusion and support handoff.
Good fit
Recurring client onboarding, handoff confusion, repeated questions, steps getting missed, or a process that depends too much on one person.
Not the right fit
Broad consulting, implementation work, regulated documentation, or “document my whole business” requests.
Current offer
Client Onboarding Workflow Pack
See the plans, compare pricing, and start the questionnaire when you’re ready.
Coming next
More workflow packs are planned.
Client onboarding is the first offer. Future packs may include client offboarding, project kickoff, intake, approvals, and revision management for agencies that want other recurring workflows documented with the same tight scope.