A documented, repeatable process that survives any one person being busy. Edit the steps and the internal handoff checklist, then generate a clean SOP.
Using this on your own site? Set your firm name and logo above, then download your branded copy.
The SOP steps ?The ordered steps anyone on the team can follow to run a new client through onboarding the same way every time.
Internal handoff checklist ?Internal only, the client never sees it. This is what guarantees nothing slips before active work begins.