Account Management

Last Updated: May 18, 2026

ACCOUNT MANAGEMENT · CLIENT ONBOARDING

Client Onboarding

From contract signed to the first weekly performance note — every step Tierra takes to set a new client up for success.

In this section

• Client Folder Organization — how to structure the Drive folder for a new client
• Create New Client Drive Folder — step-by-step setup
• Kickoff Email Example — template + tone
• Kickoff Recap Email Example — what to send after the kickoff call