The SignatureYou
The contract comes back signed, and the win turns into a setup list with your name on every line.
Case Study 07 / 09
The Onboarding Rail
Delivery was one of the four workflows I removed myself from, and onboarding was its front door. The week after a contract got signed used to be all me: forms, access, folders, the kickoff agenda, a setup list I rebuilt from the last client's thread every time. Now the signed contract is the trigger. Four agents pick it up and the rail runs to the kickoff. The only thing left on my calendar is the call itself.
06 Steps Before
01 Stays Yours
01The Workflow, BeforeEvery badge is you
The FormsYou
You hunt down the intake questions from the last client's thread, send them again, and chase the answers yourself.
The AccessYou
Logins and permissions trickle in over a week of back-and-forth you have to keep alive. There's always one login nobody at the client remembers owning.
The FoldersYou
You rebuild the folders and channels by hand, from memory of how the last one looked.
The AgendaYou
The kickoff agenda gets written the night before, from a contract you haven't reread.
The KickoffYou
Kickoff happens whenever the setup finally finishes, and the client's excitement cools in the gap.
02The Same Workflow, Running on AgentsSame steps, new owners
The SignatureAgent
The signed contract starts the rail. Every step below begins on its own.
The FormsAgent
The intake goes out on its own, and unanswered questions get chased without you.
The AccessAgent
Access requests go out as one checklist, tracked until every box is green.
The FoldersAgent
Folders, channels, and docs build themselves from the same template every time.
The AgendaAgent
The agenda drafts itself from the contract and the intake answers.
The KickoffYou
You walk into the kickoff with everything in place, and the first impression is yours to make.
The Hand-Off · The rail runs signed to kickoff. You just walk in
03The System MapYou sit outside the loop
Intake Runner
Access Chaser
Folder Builder
Agenda Drafter
The Rail
The Kickoff Only
YouOutside the loop
04The ArtifactsWhat the rail produces
The Kickoff Agenda01 / 02
The Access Checklist02 / 02
05What Stays Yours
-
You
The kickoff. Setup is plumbing. The first call is the relationship, and it's yours.
-
You
The exceptions. When a client needs something the template didn't see coming, that's your call.
-
You
The tone. How week one feels gets set by a person, not a checklist.
06The Verdict FrameWhat a session would call this
In a session, this workflow gets one of three verdicts: automate it now, fix it manually first, or leave it alone.
Onboarding earns "automate it now" when clients start the same way every time and the setup steps already exist as a list somewhere, even a messy one. If every engagement starts differently, it's "fix it manually first": you run the next few by hand, write down what repeated, and the rail gets built on that. And if you sign a handful of clients a year, leave it alone. A rail needs traffic to be worth laying.
Sixty minutes. The spec for this, written live.
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