Full SOP document

Client Onboarding SOP

Move a new client from signed agreement into a managed operating cadence.

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Owner

Program manager

Cadence

Immediately after agreement is signed.

Trigger

Annual program agreement is executed.

Output Count

4 operating outputs

Inputs

  • Signed agreement
  • Client contacts
  • Locations
  • Roster
  • Existing records
  • Annual plan

Procedure

  • Create the client account and assign internal owner.
  • Confirm executive, operations, safety, HR and location contacts.
  • Collect or import employee roster through CSV upload.
  • Import existing records and identify missing fields.
  • Confirm locations, shifts, scheduling constraints and first-session priorities.
  • Draft annual calendar and reporting cadence.
  • Schedule kickoff and confirm the first operational action.

QA Gates

  • Account owner assigned
  • Roster status known
  • Records imported or gap-listed
  • First session path clear

Metrics

  • Days to kickoff
  • Roster completion rate
  • Missing-record count
  • First-session scheduled date

Failure Modes

  • No client owner
  • Roster stuck in email
  • Calendar not agreed

Outputs

  • Client account
  • Roster import
  • Annual calendar draft
  • Open task list