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Methodology and IP Development

Client Onboarding & Consulting Delivery Process

The complete arc of an engagement, from the moment a client says yes through ongoing delivery — the kickoff email, the kickoff call, and a dashboard that becomes the single source of truth. When clients see a clear system, they relax and give into your process rather than grabbing the reins.

What this session covers

  • Why onboarding is disproportionately important: it neutralises buyer’s remorse and establishes that you’re driving the bus
  • How to write a kickoff email that lands every next step in one place — agreement, payment expectations, proposed times, and a discovery questionnaire
  • A seven-part kickoff call agenda, from setting up the dashboard to locking in the business goals that anchor your scope
  • How to handle scope creep from day one — trade like for like, and hold the line between access and unlimited access
  • The 7 P’s dashboard in detail: Notes, Projects, Places, Processes, Performance, Planning, and People
  • The ongoing delivery cadence, and why everything living in the dashboard keeps between-call overhead near zero

Included with the Library

This session is one of 37 workshops in the Indie Strategist Library, along with the Advisor Operating System templates and the private community. One payment, yours for good.

Get Lifetime Access — US$499 One-time payment · 30-day guarantee

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