TEST 01
Agree the first delivery
Read the proposed first workflow with the client, including exclusions.
Expected outcome
The client can describe the first outcome and distinguish included work from later requests.
FREE RESOURCE / CLIENT DELIVERY
Client onboarding template pack
Turn a signed agreement into a scope, an owner and a first workflow the client can test.
Free and ungated. No email required.
Agree the setup before testing.
Start with one agreed client outcome. Use the worksheet to record decisions and the editable pack to run your kickoff. Keep passwords and real customer records out of these files.
Run a focused kickoff
- Confirm the first client outcome and the included scope.
- Walk the current enquiry-to-handoff path with a sample lead.
- Assign the approver, builder and operating owner.
- Check account access and outstanding assets.
- Agree the controlled test and acceptance evidence.
- Close with owners, due dates and the next review.
Ask questions that change the setup
Where do enquiries arrive? Who owns a reply? Which calendar and timezone apply? What should stop an automated follow-up? What happens outside working hours? Which result will the client approve?
The downloadable template includes an access-status table, owner matrix, kickoff notes and acceptance record. Adapt it to the service you actually deliver.
Record the behavior you observed.
TEST 02
Confirm access without collecting passwords
Check approved invitations and the asset owner for every required account.
Expected outcome
The builder has the access needed for this scope, with an owner for anything still blocked.
TEST 03
Assign the next step and fallback
Walk a sample enquiry through ownership, booking and an unanswered-message case.
Expected outcome
Each handoff has a named role, communication window and visible exception path.
TEST 04
Observe a controlled end-to-end test
Submit a sample enquiry and inspect the contact, owner, message, calendar and pipeline result.
Expected outcome
Observed behavior matches the written acceptance criteria; evidence is retained.
TEST 05
Get the agreed release decision
Review outstanding fixes and the approved communication rules with the client.
Expected outcome
The approver accepts the tested scope or records specific fixes before release.
TEST 06
Leave an operating handover
Show the team how to monitor the workflow, handle exceptions and request a change.
Expected outcome
The operating owner knows what to check, how to pause a problem and whom to contact.
Edits stay in this page until you leave. Download a record to keep them. Worksheet text is not submitted or sent to analytics.
Connect the worksheet to your setup.
Use your agreed process to evaluate the platform, costs and configuration that apply to your agency.
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Read the supporting article
About this resource
Prepared October 15, 2026 by Kashif Rehman. Original planning examples and test records; no customer results or automatic system verification are claimed.
Product information checked October 15, 2026. Confirm current settings and account-specific terms.