The SOP Library / Operations
Client Onboarding & Intake
The 20-minute intake that prevents 90% of delivery friction — access, assets, and expectations locked before work starts.
- 1
Partner sells; we receive the registered account and send the intake link same day.
- 2
Collect: business details, services, hours, NAP, target areas, differentiators, photos (5+ real), competitors they respect.
- 3
Access: site/hosting, GBP manager invite, GA4/GSC, ad accounts as applicable — checklist enforced, work doesn't start on partial access.
- 4
Healthcare: named clinical reviewer designated at intake — no exceptions.
- 5
Kickoff research brief delivered in 3 business days; partner presents it as theirs.
- 6
The SLA clock pauses on missing inputs — and the portal logs the pause.
- Access checklist 100% before build
- Reviewer named (regulated clients)
- Brief in 3 business days
This is the procedure your clients get when you resell it — delivered under your brand, reported by the 5th.
Sell this as yours →