Client Onboarding SOP

Client Onboarding SOP is an ebook marketplace product available on the Whop marketplace, created by the SOP exchange and launched in September 2026.

A complete onboarding system you can run the same way every time a client pays. What you get: - A kickoff call agenda (30 minutes) with questions that surface goals, constraints, and decision makers - A day-0 welcome sequence: invoice received, access granted, kickoff booked, first deliverable dated - A shared intake form covering assets, logins, brand rules, and who approves work - A 14-day checklist with owners, due dates, and a single source of truth - A stuck protocol: who to ping, after how long, and how to reset the timeline without drama How to use it: 1. Copy the kickoff agenda into your calendar template. 2. Send the intake form before the call, not after. 3. End every kickoff with a dated first deliverable and a named approver. 4. Review the 14-day board every Monday. If a task is red, run the stuck protocol the same day. This is the operating system, not a pep talk. Fill in your tools and run it on the next sale.

Client Onboarding SOP has is priced at $24 (one-time payment).

Client Onboarding SOP offers a 30% affiliate commission for promoters. Track Client Onboarding SOP's estimated revenue, member growth trends, and competitive market position on Whop Trends.