Implementation Support
Hands-on advisory while your team rolls out new onboarding steps — template rewrites, kickoff script reviews, and fortnightly check-ins.
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We work with creative studios, marketing agencies, PR firms, and communications teams that need a dependable onboarding path for new clients. Each consultation is scoped to your delivery model and team size.
Onboarding Audit & Playbook
A structured review of your current client intake, kickoff rituals, and handoff points — delivered as a written playbook your team can follow.
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Team Onboarding Workshop
A half-day facilitated session where sales, account management, and delivery leads agree on shared intake standards and kickoff responsibilities.
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