Client Onboarding
Four steps before your first strategy call. Complete them in order — each one feeds into the next.
A 20-minute Loom walkthrough of how we work together — strategy cadence, communication norms, and what to expect in month one.
Watch Loom Walkthrough →Fill out the Notion brand brief. Covers your voice, audience, competitors, and what "great" looks like for this engagement.
Open Notion Template →Export or share your ideal customer profile — firmographics, pain points, and any existing research. We use this to build your demand engine.
Send via Email →We'll schedule a 45-minute strategy call once steps 1-3 are done. Agenda: deep-dive on your data, goal alignment, and first 30-day priorities.
Locked — complete prior steps