Most agencies lose profit long before the work even begins. Scattered kickoffs, unclear expectations, and clients filling in the gaps with their own assumptions opens the door for misunderstanding and frustration on all sides. By the time you’re halfway through a project, you’re already fighting misalignment that could have been prevented on Day 1.
Join Daniel Cowan from Bear Hair Dev Consulting for a practical workshop on building an onboarding system that sets every project up for success. You’ll walk away with a clear framework for starting client relationships with confidence, boundaries, and the kind of clarity that keeps projects moving smoothly.
You’ll learn:
- Why the beginning of a project determines whether it stays profitable or bleeds margin
- How getting glowing client referrals starts with delivering value early
- What to communicate in the first two weeks to build trust and set realistic expectations
- How to gather everything you need—logins, assets, approvals—without endless back-and-forth
- A simple onboarding packet structure that works for any agency
- Communication rhythms that prevent confusion and keep clients aligned
- Real examples of checklists and templates you can implement immediately
Whether you’re onboarding your first client or your hundredth, this session will help you turn the start of every project into a competitive advantage.