Client Workflows

The standard processes for every stage of a client engagement.

Bulk import pending

This section will be populated when we migrate the relevant client process docs from Drive.

Planned structure

• Client onboarding (PMB process, kickoff, first 30 days)
• Weekly performance notes (the Tuesday delivery)
• Bi-weekly strategy meetings
• Quarterly strategic reviews
• Budget management
• Client communication standards
• Offboarding and transitions