The 48-Hour Agency Onboarding OS

A ready-to-customize Notion system to onboard clients in 2 days, not 2 weeks - with 17 SOPs, 6 core templates, and clear ownership for your team.

Opening - Agitate the real problem:

As your agency hits 5 to 15 people, growth breaks onboarding.

• Your SOPs live in 12 Google Docs, 3 Loom videos, and someone's head • Your AMs Slack you for the same answer every week • One person forgets to ask for ad account access and delivery is delayed 4 days • No one knows who owns what after the client signs 

You don't need another doc. You need an operating system your team will actually use.

What you get inside:

1. Agency SOP Library (17 SOPs)

Pre-written, editable. No blank page. Includes: Client Intake, Lead to Signed Contract, Contract to Kickoff, Access Collection, Internal Kickoff, External Kickoff, Discovery & Strategy, Content / Campaign Delivery, QA, Weekly Reporting, Monthly Reporting, Scope Change & Upsell, Escalation & Red Flags, Offboarding, Renewal, Referral Ask, and Process Update SOP.

2. Reusable Agency Templates (6)

Onboarding Checklist with owner + due date, Discovery Questionnaire, Kickoff Agenda for internal and external, Monthly Report Template, Change Request Form, Offboarding Checklist.

3. Role-Specific Workspace

4 hubs: Founder, Account Manager, Delivery, Ops. Each person sees only what they need to do. No more "where is that file?"

4. Operational Governance

RACI chart for who owns what, Version control log, Quarterly SOP review ritual.

5. Implementation System

Not just files. A system to get adopted.

What the tiers actually contain - build this:

AUTOMATION tier ($149) must have:

1. New Deal Closed in HubSpot / Pipedrive -> Auto-create Client Folder in Drive, Slack Channel, ClickUp Project, Notion Client Page 2. Form submitted -> Auto-assign onboarding tasks to AM 3. Access not received in 48h -> Auto nudge email to client 4. Kickoff done -> Auto-create reporting tasks 5. Monthly report due -> Auto-reminder in Slack 

Give them Make.com blueprints JSON + 10-min Loom per flow.

AI tier ($299) must have:

Everything in Automation PLUS:

1. Notion AI Knowledge Base pre-loaded with your SOPs - team can ask "How do we handle scope creep?" 2. 35 prompts: Write kickoff recap, Summarize discovery call into brief, Draft monthly report from data, Write scope change email, Generate QA checklist from brief 3. Meeting transcript to task extractor setup for Otter/Fireflies + Notion