An efficient 1-day onboarding protocol:
Morning (0-2 hours after contract)
1. Create client in Clients + service package + rate filled in
2. Client folder auto-generated via Drive connection
3. GHL contact linked for sync
4. Assign manager in the client profile
Afternoon (intake meeting)
5. Person profile filled in on the Client info tab (DO/DONT, personality, communication preference — max 2000 chars)
6. Brand kit + examples uploaded to client folder
7. Notes created: DO, DONT, Context, Inspiration
End of day
8. Onboarding tasks created (according to template) — first 5 posts, first evaluation call, brand voice alignment
9. Welcome email sent from connected mailbox
10. First content day scheduled in content calendar
Ready for production within 24 hours.