Onboarding

Onboarding guide

1. Discovery call

   Confirm the client's goals, current channel, offers and how involved they want to be. Decide between Team Only, Personal Involved or a custom plan.

2. Send and sign the agreement

   Download the client agreement below, fill in the plan, fees and start date, and have both parties sign before any work begins.

3. Collect the setup fee

   Record the setup payment in Money and schedule the first monthly payment so it appears on the Calendar.

4. Add the client

   Create the client in Clients with their YouTube channel URL so the channel can be analysed.

5. Access and communication

   Get access to the client's Google account for uploads and invite them to a dedicated Discord server for production updates.

6. Assign the team

   Allocate an editor, manager and thumbnail designer in Team, checking the capacity tracker so no one is overloaded.

7. Kick-off and first content

   Agree a filming schedule, set the production stage to Waiting for footage, and use Ideation and the client's Suggested Ideas to plan the first videos.

Client agreement

Every new client must sign the client agreement during onboarding. Download it, complete the details, and keep a signed copy.