Client onboarding & strategy decks
The first impression sets the tone for the entire retainer. This module covers how we welcome a new client, gather the information we need, and translate their commercial goals into a bespoke strategy deck built on our proven templates.
Videos
Client onboarding: an overview
How the onboarding process fits together and what your role looks like across the first fortnight.
Onboarding calls
Running the first client calls, what to ask, and how to leave the meeting with everything you need to build the strategy.
Resources
Onboarding questions template
The standard question set we run through with every new client.
Strategy deck example: Paul Sesay
Live example of a shipped strategy deck.
Strategy deck example: James Hynd
Live example of a shipped strategy deck.
Example onboarding session recording: James Hynd
Fireflies recording of a real onboarding session to model yours on.
Key takeaways
- Own the client's first 2 weeks with proactive outreach rather than reactive replies.
- Adapt the strategy template, don't recite it. Every deck should read like it was built from scratch for that client.
- Anchor everything back to the client's commercial goals, not vanity metrics.