Work does not start until contract is signed and payment is received. No exceptions. The onboarding sequence below runs in this exact order every single time.
"Perfect — glad we're moving forward. I'll send over the agreement and payment link shortly. Once that's squared away I'll get your workspace set up and we'll book our kickoff call to get everything started right."
Every client gets a duplicate of this template in Notion. Fill in their details during kickoff week. This workspace lives for the entire client relationship — from Day 1 through retention and beyond. The Core Driver profile lives here and governs every content decision made for this client.
Don't figure it out every week. Follow the rhythm. Batch create on Monday. Schedule everything in Buffer by Tuesday. Let the system run the rest of the week. You monitor, engage, and adjust — you don't scramble.
All energy on 2–3 core platforms. Content is platform-native and driver-focused. Volume is modest but consistent. Every post is intentional.
Tier 1 content gets adapted for Tier 2 platforms. Less original creation — more intelligent adaptation. Rhythm is established. Volume increases.
All tiers active. Content repurpose engine is fully operational. One piece of source content reaches every platform in the client's ecosystem.
Which CB tier is this client in? That determines what this week's work looks like. A week 2 client and a month 4 client require completely different energy and output. Never treat them the same.
Text — quick nudge to check email. Email — the actual update with context and data. Call — reserved for strategy conversations, concerns, or the day-30 retention conversation. Most issues never need a call.
One source asset properly repurposed is more effective than six separately created pieces. Quality feeds the repurpose engine. Mediocre content multiplied is just mediocre content everywhere. Make the source asset excellent first.
The pipeline never stops moving — even when you're heads down on a client. A full client roster is not the same as a healthy business. Always have prospects moving toward warm. Always have warm moving toward active.
Social media DMs, networking events, referrals, businesses you admire locally, clients who aren't ready yet. Add anyone who could eventually be a good fit. Review weekly.
Send the cold intake form. Book a discovery call. Reference something specific about their business that shows you've paid attention. Warm leads go cold fast — follow up within 48 hours of any conversation.
Weekly check-ins. Consistent results. The 30-day report retention conversation. Add-ons when the timing is right. A retained client is worth more than a new client — never let this column go quiet.