The window between the day a client pays you and your official kickoff is where most consultants and agencies lose momentum. The client is excited, they’ve just made a decision, and then… nothing happens for a week or two. That dead zone is where second-guessing creeps in, scope starts to drift, and the project quietly starts behind schedule before it has even begun.
In this episode, Greg walks through the three things to do the day a client pays you: collect the boring-but-critical stuff up front (access, logins, and intake), give them a short mini-course that shows how you think so they arrive at kickoff already aligned, and get them a quick win before the first call. Build these three steps into your onboarding once and every new client starts faster, trusts you sooner, and takes less of your time to get up and running.
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