SOP: Client Onboarding

Client Onboarding — The Fifth Step in SOP Delivery

Client Onboarding is the activation layer of the TrafficLinks SOP system. Once a lead is handed off, onboarding ensures the client is fully prepared, informed, and integrated into the delivery workflow with zero friction.

Send Welcome Package
Confirm Service Scope
Collect Required Details
Set Delivery Expectations
Activate Client Profile
Prepare Weekly Cycle
View Onboarding SOP
Next: Weekly Delivery Cycle

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