Onboarding Clarity Pass
Price: $75
Best for a lighter first pass on an existing onboarding process.
- Review of your current onboarding process
- Cleaned-up onboarding checklist
- Simple SOP summary
- Notes on missing or unclear steps
- 1 revision round
Current services
Workflow packs
Structured documentation for one onboarding workflow — priced clearly, scoped tightly, and built to be used.
Current flagship offer
Client Onboarding Workflow Pack
Built for small agencies that already have an onboarding process, but need it documented more clearly and used more consistently.
Recommended
Client Onboarding Workflow Pack
Price: $150
Best for agencies that want a fuller repeatable onboarding workflow, not just a light cleanup.
- Structured onboarding SOP
- Internal onboarding checklist
- Client-facing checklist or sequence
- Kickoff flow guidance
- Folder or document structure recommendations
- Notes on gaps and unclear ownership
- 1 revision round
Workflow Pack + Edge Cases
Price: $250
Best for teams with more moving parts, more handoffs, or onboarding that often breaks the ideal path.
- Everything in the core workflow pack
- Edge-case handling notes
- Expanded handoff guidance
- Additional refinement for recurring exceptions
- Stronger coverage for more complex onboarding
- 1 revision round
What’s included
A bounded documentation service for one onboarding workflow, built for clarity, consistency, and handoff. Each package includes 1 revision round. Additional revisions can be added if needed.
Sample deliverables
Want to see what the output looks like before buying? Review the sample workflow pack and checklist preview below.
Not included
- Legal or compliance documentation
- CRM or tool setup
- Automation implementation
- Broad operations consulting
- Documenting your entire business
Planned workflow packs
Client onboarding is the current flagship. Additional workflow packs planned for small agencies include:
- Client Offboarding Workflow Pack
- Project Kickoff Workflow Pack
- Client Intake Workflow Pack
- Content Approval Workflow Pack
- Revision Management Workflow Pack
Why start with onboarding
For most agencies, onboarding is where repeated client-facing friction, handoff confusion, and dropped steps show up fastest. It is the best first workflow to tighten before expanding into adjacent workflow packs.