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Onboarding is designed to be lightweight and fast. The goal is to get the right information exchanged, the agreement in place, and work started without burying you in forms or unnecessary back-and-forth. Most new clients complete onboarding within one to two business days of signing — and by the time the kickoff call ends, you’ll have a clear picture of exactly what happens next and when.

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Onboarding Steps

1

Create your account at the Portal Login screen.

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Please select ‘Create One’ once you have visited the URL above. You will reach a point where you select your plan, make payment via Stripe, and be automatically granted portal access.
I do recommend waiting until we have our implementation call before tackling the work in the portal.
You’ll receive a service agreement via email covering the scope of work, payment terms, confidentiality, and IP ownership. Review it carefully and sign electronically through the provided link. If anything needs clarification before you sign, reply directly to the email — don’t sign until you’re comfortable with every term.
2

Complete the Intake Form

After signing, you’ll get a short intake form to fill out before the kickoff call. It covers your goals, key constraints, existing resources, and stakeholder context. This isn’t busywork — it’s the foundation for a productive kickoff. Plan for about 15–20 minutes to complete it thoughtfully.
3

Schedule the Kickoff Call

Once the intake form is submitted, use the scheduling link included in your onboarding email to book a kickoff call. Slots are available within two to three business days in most cases. Choose a time when you can be fully present — avoid scheduling between other meetings if you can.
4

Share Project Assets

Before the kickoff call, share any relevant files, documents, or access credentials using the secure upload link provided. This might include existing research, prior work, technical documentation, brand guidelines, or access to tools and systems. Don’t worry about organizing everything perfectly — a quick note explaining what you’re sending is enough.
5

Work Begins

After the kickoff call, you’ll receive a brief follow-up email confirming the agreed priorities and the next milestone. Active work starts within one business day of the kickoff. From this point forward, you’ll hear from me on a regular cadence — no silence, no wondering what’s happening.
Onboarding typically completes within 30-60 business days of the signed agreement, provided the intake form is submitted and assets are shared promptly. Delays in either step push the kickoff call — and the start of work — accordingly. If you’re working toward a hard deadline, flag it early so the schedule can be set appropriately from the start.

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What to Prepare

The more context you bring to the kickoff call, the more useful that conversation will be. Before the call, take a few minutes to think through each of the following:
  • Project goals — What does success look like? Define it specifically, not just directionally. “Launch before Q3” is more useful than “launch soon.”
  • Timeline and deadlines — Are there fixed external dates (a board meeting, a product announcement, a contract renewal) that constrain the schedule?
  • Existing assets — What work already exists that’s relevant? Prior research, strategy documents, code repositories, brand assets, vendor contracts — anything that provides context.
  • Key stakeholders — Who else has a say in the outcome? Who needs to approve deliverables? Who should be looped in on progress?
  • Budget range — If the scope isn’t fully fixed yet, knowing your budget helps prioritize what to tackle first and prevents proposals that miss the mark.
You don’t need polished answers to any of these. Rough thinking shared clearly is more valuable than something that took three hours to prepare.

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Kickoff Call Agenda

The kickoff call runs 45–60 minutes. Here’s what gets covered:
The first part of the call revisits your project goals from the intake form and sharpens them into concrete success criteria. By the end of this section, there should be a shared, specific answer to: “How will we know this engagement was successful?” This becomes the reference point for every decision made during the engagement.
Together, you’ll walk through the agreed scope of work and confirm it still reflects your priorities. If something has changed since the proposal — new information, shifting constraints, a reprioritized goal — this is the right moment to surface it. Adjustments made here are far easier than adjustments made mid-engagement.
You’ll align on how to work together: preferred communication channels, expected response times, how updates will be shared, and how decisions get made. You’ll also confirm who the primary point of contact is on your end and whether anyone else needs to be included in regular updates.
The call closes with a clear agreement on the first deliverable or milestone — what it is, when it’s due, and what’s needed from you to make it happen. You’ll leave with a concrete next step, not just a general sense of momentum.