09/17/2026
My onboarding process for a new client starts before we ever hop on a call. I want to know everything I can about their business, their org chart, their current metrics if they track any, and their honest answers so that I can see the one question they haven’t even asked yet: where does everything stall right now?
Most people think onboarding is paperwork. For me, it's diagnosis. I need to know exactly where the bottleneck lives before we build anything; otherwise we're just rearranging furniture in a house with a cracked foundation.