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Client Onboarding

Owner: Bryan ยท Goal: take a signed client from deal close to a live, gated reporting hub with a first report and an agreed cadence.

This SOP is the how. The matching ClickUp onboarding checklist (copied per client) is the whether we did it. Docs teach, ClickUp tracks. Keep them in sync.

Every phase has an owner and a done when gate. Do not start the next phase until the gate is met.

The sample hub is your demo

sample.dalayon.work (fictional "Dalayon Supply" data) is the asset to show a prospect or a new client what their hub will look like. Use it in kickoff.

Phase 0: Deal close and setup

Owner: Bryan

  • SOW and NDA signed; scope and deliverables written down.
  • Copy the ClickUp onboarding checklist template into a new client space.
  • Spin up the client's ClickUp space, Slack channel, and Drive folder.

Done when: contracts are signed and the client's ClickUp / Slack / Drive exist.

Phase 1: Access and assets

Owner: Bryan

  • Get read-only, least-privilege store access. Manual exports are the default; no credentials, no PII. (See the connector rule in Gotchas.)
  • Collect the brand kit: logo (prefer a white/light wordmark), colors, fonts, website URL.
  • Confirm the client email domain (or specific emails) for the Access allow-list.
  • Confirm currency and timezone.

Done when: we can pull data, we have brand assets, and we know exactly who gets gated access.

Phase 2: Build the reporting hub

Owner: Bryan

Follow the full runbook: Reporting Hub Build. In short: scaffold with new-client.ps1, push private to GitHub, deploy on Cloudflare Pages, add the custom domain, gate both URLs with Cloudflare Access, then brand it.

Done when: <client>.dalayon.work is live, branded, and gated, and an incognito test hits the Access login. Both the custom domain and <slug>.pages.dev are gated.

Phase 3: Data and first report

Owner: Bryan

  • Drop the client's exports into team-data/ and run the data builder (see Data Refresh).
  • Author the Overview, Conversion & Traffic, and Site Performance pages from the merged data.
  • Frame findings as hypotheses, with caveats for sale weeks, spikes, and partial periods.

Done when: the dashboards are populated and the first report reads as a coherent story, built --strict clean.

Phase 4: Strategy intake

Owner: Bryan

  • Capture the positioning brief: how the client sees their brand, their lead angles, and what they defer to us on.
  • Write it up on the client's Strategy page.

Done when: the Strategy page reflects the client's own positioning in their words.

Phase 5: Kickoff and cadence

Owner: Bryan

  • Walk the client through their hub live.
  • Agree the reporting rhythm and the Round 1 CRO plan.
  • Set expectations on how data arrives (their exports into the agreed folder).

Done when: the client has seen their hub, the cadence is agreed, and Round 1 is scoped.

After onboarding

  • Add anything that bit us to Gotchas.
  • Run a short retro and fold improvements back into this SOP.
  • When the engagement ends, follow Client Offboarding.