Step 1 – Kickoff

• Send a welcome email with the agenda & documents
• Assign internal owner

Step 2 – Documentation

• Collect client info (Form / Typeform)
• Store in CRM

Step 3 – Project Setup

• Create a project in Asana / Notion
• Assign tasks & owners

Step 4 – First Deliverables

• Schedule the first milestone
• Share timelines & comms channels

Step 5 – Feedback Loop

• Weekly check-ins (15–30 min)
• Adjust timelines as needed