Client Onboarding

Everything needed for your 10-day sprint.

New clients can fill this once, then you can move from Day 0 discovery call to Day 10 go-live without missing details, approvals, or access credentials.

Day 0

Discovery call + goals locked

Days 1-7

Build, design, and technical setup

Day 8

Review + two revision rounds

Day 10

Launch, analytics, and handoff

Policy Locks (recommended defaults)

These answer your six contract decisions and can be changed per client before final proposal.

Hard declined industries

A) Contact and Decision Maker

Best contact method

B-C) Package, Hosting, and Compliance

Compliance screener

D-G) Goals, Brand, Content, and Sitemap

Top goals (pick and rank top 3 later)
Sitemap pages needed

H-M) Operations, Integrations, SEO, and Launch

Integrations and features

Discovery Call Script

20-minute Day 0 question set.

  1. What made you reach out right now, and what happens if the site does not change this month?
  2. Who is your best customer and what objections do they need answered before they buy?
  3. What is the one action you want every visitor to take: call, booking, order, or quote?
  4. Give three vibe words, one site you love, and one site you never want to look like.
  5. Do you already have photos and a logo, or should we plan AI images / photographer support?
  6. Do you want a dashboard to edit content, or do you prefer requesting updates through us?
  7. Do you want hosting and support managed monthly, or full handoff from day one?
  8. What would make this project an immediate yes decision today?