Onboarding Scorecard | Design the Shift

Client Onboarding Is Your Hidden Profit Center

Most agencies lose clients in Week 2, not Month 6. Stop guessing where your profit is leaking. Diagnose your process in 5 minutes.

Momentum: Identify bottlenecks in your first 30 days
Clarity: One version of truth for every internal and client handoff
Confidence: Prove to your clients they made the right call
PHASE CLEAR
MOMENTUM GAINED
Ready to run the diagnostic?

I will walk you through 25 questions mapped to the 5 phases of your onboarding framework. It takes 5 minutes to identify your leaks.