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Operations

Client Onboarding & SOP Bundle

Contracts, questionnaires, SOPs, and checklists for agency client onboarding

₱999

What You'll Get

  • Master service agreement template
  • Project-specific addendums (Ads, SMM, VA)
  • Discovery questionnaire (15 sections)
  • Kickoff meeting agenda & checklist
  • 15+ SOPs (campaign setup, reporting, comms)
  • Client portal setup guide
  • 30/60/90 day milestone templates
  • Offboarding & renewal templates

Product Specifications

Format

PDF + Google Docs + Notion

Size

8 MB

Download Options

Secure checkout via Stripe. Instant access after payment.

Lifetime updates included. When we update templates or add new resources, you get access at no extra cost.

Full Product Details

Professionalize your agency onboarding with this complete bundle. Includes service agreements, discovery questionnaires, 15+ standard operating procedures, and step-by-step checklists. Everything you need to onboard clients smoothly, set expectations, and deliver consistent results. Used by 50+ agencies.