Step 1: Watch this video

[Click here to watch a video on client onboarding](https://share.vidyard.com/watch/dcCL9dGnJWZdAFgzURMHh4?)

1. What is their service

   1. End result
   2. Method
   3. Guarantees
   4. Case Studies
   5. Pain Points it solves
   6. Example clients
   7. Common objections

2. Their ICP

   1. Target Area
   2. Niche
   3. Revenue level
   4. Headcount
   5. Title

3. Timeframe

   1. When are we starting
   2. Schedule weekly calls
   3. Schedule launch call

4. Logistics

   1. Setup Slack
   2. Setup Calendly

   Step 2: Go to the next section

   13. Workflow For Fulfillment