FOR BOUTIQUE SOCIAL MEDIA AGENCIES

Start every new client with a clear process.

An editable onboarding system for turning a signed client into a delivery-ready project—without rebuilding your process every time.

Get the kit — $29

One-time digital download · Instant delivery · Complete editable packs in English, Spanish, and Portuguese

1–5
Built for small agency teams
12
Editable operating resources
0
New tools or subscriptions needed

THE PROBLEM

A signed client should not create a new admin system.

Collect the right inputs

Goals, channels, assets, stakeholders, access and constraints—in one intentional start.

Make ownership visible

Give tasks, decisions and next actions a clear owner before work begins.

Set feedback rules early

One approval owner, one feedback location and one response window.

SELF-SERVE, NOT CONSULTING

Download it once. Adapt it for every client.

The kit is tool-agnostic and works with common document and spreadsheet software. It provides operational templates, not contracts, legal advice, passwords or account access.

READY TO USE TODAY

Give every client the same confident start.

One-time purchase · $29 USD · Secure checkout and automatic delivery by Gumroad

Get the kit — $29