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Web Wizards

Client Onboarding

The general onboarding path a client follows when new work starts, whether they are new to Web Wizards or adding a service. Service-specific steps live under Service Onboarding.

Modules

  1. 03.1

    Overview

    Who owns onboarding, what happens in what order, and what has to be true before delivery starts.

  2. 03.2

    Internal Handoff

    What sales passes to delivery, in what format, and what delivery confirms before work starts.

  3. 03.3

    Productive Setup

    Soon

    Project, budget, task template and time-tracking configuration in Productive.

  4. 03.4

    Access & Assets

    Accounts, platform access, brand assets and credentials we need before kickoff.

  5. 03.5

    Client Kickoff

    Running the kickoff, confirming goals and priorities, and agreeing the first 30 days.