Client Onboarding SOP
delivery
Standard client onboarding flow from signed agreement to delivery-ready handoff.
Source record
Client Onboarding SOP
delivery
Operations
2026-05-25
Key points
- - Create the client workspace after signed agreement.
- - Do not mark delivery-ready until document gates and kickoff owner are confirmed.
- - Escalate blockers that remain open for more than two business days.