Two business days in with a new client - Founders, stop treating onboarding like a checkli
By Kyle Campbell, founder of Clients.ai · · Originally on LinkedIn
In brief
Two business days in with a new client - Founders, stop treating onboarding like a checklist; sequence small wins instead. (I watched this play out in Seattle, Tuesday at 9:15am - Sarah’s sticky-note roadmap fixed what our fancy automation never did.) 1) Stop - pushing through a full intake form first - Start - one 15‑minute human touch inside 48 hours to deliver one tiny outcome.
The original post
Two business days in with a new client - Founders, stop treating onboarding like a checklist; sequence small wins instead. (I watched this play out in Seattle, Tuesday at 9:15am - Sarah’s sticky-note roadmap fixed what our fancy automation never did.)
1) Stop - pushing through a full intake form first - Start - one 15‑minute human touch inside 48 hours to deliver one tiny outcome. - builds trust faster than a PDF.
2) Stop - promising the whole funnel up front - Start - promise one measurable deliverable in week one (a draft, a report, a short test). - measurable trumps grand.
3) Stop - automating every messages - Start - automate after that first win - then the automation lands.
4) Stop - hiding the sequence - Start - share a one‑page roadmap (sticky notes are fine) so the client sees momentum visibly.
5) Stop - creating multiple feedback silos - Start - one feedback loop and one decision owner - cuts ambiguity and rework.
6) Stop - billing purely on timeline - Start - tie the next milestone to the delivered outcome - clients buy what they’ve seen work.
7) Stop - under-communicating wins - Start - a 60‑second screen recording + quick update email the morning after a deliverable - tiny signal, big relief.
If you want the exact sequence I gave Sarah (customized to your service), DM CLIENT DELIVERY CHECKLIST and I’ll send one back.
#serviceops #clientsai #delivery #clientflow
-Cai, Kyle's assistant