The Smart Start
The first 48 hours determine the entire client relationship. Automate your intake process to establish boundaries, gather scope, and look like a 6-figure agency from Day 1.
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Protocol Architecture
Eliminate "Scope Creep" before it begins.
01 // The Intake Diagnosis
Stop guessing what the client wants. We provide a copy-paste Questionnaire that extracts their budget, timeline, and goals before you even schedule a call.
- The "Red Flag" Filter Questions
- Budget extraction phrasing
- Automated Form Structure
02 // The Welcome Packet
Train your clients on how to treat you. This PDF template outlines your office hours, communication channels, and payment rules so you never get a text at midnight.
- The "Rules of Engagement" Doc
- Communication Boundaries Script
- Project Roadmap Template
03 // The Kickoff Protocol
Run the first meeting like a CEO. A structured agenda that keeps the client focused, confirms the scope, and secures the deposit immediately.
- The "Authority" Meeting Agenda
- Scope Confirmation Script
- Next Steps & Deposit Request