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SOP 03 · Delivery

New client setup

From signed SOW to kickoff-ready in 5 business days.

Owner
Pod Lead
Duration
5 business days
Triggers
Signed SOW + first invoice paid
Systems
Attio · Slack · Linear · Notion · Drive
Channel naming convention

Internal (CMG-only): #[brand-partner]-internal — e.g. #monrow-internal. Pod coordination, candid talk, no partner present.

External (Slack Connect, shared with the partner): #[brand-partner]-cmg — e.g. #monrow-cmg. Where day-to-day collaboration lives.

Steps

  1. Update Attio — move the deal to Won → Onboarding. Attio is the source of truth on deal status; this kicks off setup and signals the pod that a new brand partner is live.
  2. File MSA + SOW in Drive > Clients > [Brand Partner] > Legal.
  3. Create the Drive folder structure: Legal / Creative / Reporting / Notes / Access.
  4. Create the internal Slack channel #[brand-partner]-internal and add the pod members only.
  5. Create the external Slack Connect channel #[brand-partner]-cmg and invite the brand partner’s contacts for collaboration.
  6. Create the Linear project named for the brand partner. Populate the first 30 days of tickets per the Client Engagement Playbook.
  7. Connect the Linear project to Slack — via Linear’s Slack integration, post status updates to #[brand-partner]-cmg so the partner sees progress, and detailed activity to #[brand-partner]-internal.
  8. Create the Notion client page: SOW summary, success metrics, key contacts, and links (Drive, Linear, dashboard, both Slack channels).
  9. Request access to client platforms: Shopify staff, Meta Business Partner, Google Ads MCC, TikTok, Klaviyo, affiliate platform.
  10. Stand up the live dashboard for the brand partner — AI Developer task.
  11. Run the internal kickoff in #[brand-partner]-internal — Pod Lead walks the SOW with the pod, assigns owners, locks the 14-day plan, and preps the partner agenda. Hold this before the external kickoff.
  12. Run the external kickoff with the brand partner within 5 business days of deal close — scope, 90-day success metrics, cadence, and the first 30 days.
  13. Update Attio — move the deal status to Active once kickoff is complete.
  14. Send the kickoff recap email within 24 hours of the external kickoff.

Kickoff messages

Post the internal message in #[brand-partner]-internal the moment the channels exist, and the external message as the first post in #[brand-partner]-cmg once the partner is invited. Slack formatting is intentional — paste as-is. Worked example below is Monrow (Brand Accelerator); swap the name, numbers, owners, and links per engagement.

Internal · post in #monrow-internal
:rocket: *New brand partner — Monrow is live* We closed *Monrow* on the *Brand Accelerator*. Onboarding starts now — external kickoff is [Day, Time] in #monrow-cmg. Read this before the internal kickoff call. *The deal (internal):* • Client: *Monrow* (apparel / fashion) • Retainer: *$7,500/mo* — launch special · 3-mo minimum, then month-to-month • Ad budget: $10K–$25K/mo (size it with them at kickoff) • Goal: turn a loyal base into a *compounding commercial system* — media mix + a CRM that earns the second purchase *Pod & owners:* • Pod Lead — [Name] • Project Manager — [Name] • Performance Media Buyer — [Name] • CRM / Klaviyo (email + SMS) — [Name] • Shopify & AI Engineering — [Name] • Website CRO — [Name] • Strategy / Fractional Leadership — [Name] • Cusrich.AI customer intelligence — [Name] *First 14 days — the quick win:* • Wk 1: kickoff + full audit (paid, CRM, site) • Audit readout + prioritized plan signed off — [owner] • Klaviyo flows + first campaign mapped — [owner] • CRO + Shopify fixes scoped, first batch live — [owner] • Paid media access verified, first ad set live — [owner] *Links:* • SOW + legal: [Drive link] • Linear project: [link] (updates post here + to #monrow-cmg) • Notion client page: [link] • Client portal: https://portal.cmg.la/monrow (passcode: `monrow2026`) • External channel: #monrow-cmg *Before the external kickoff* — internal kickoff call [Day, Time]. Come having read the SOW and audit notes; bring your first-30-days asks and anything you need from Monrow. Let's make weeks 1–6 look effortless. :muscle:
External · first post in #monrow-cmg
:wave: *Welcome to the Monrow × CMG channel!* This is home base for the *Brand Accelerator* engagement — real-time support, updates, and day-to-day execution all live here. *The engagement at a glance:* • Client: *Monrow* (apparel / fashion) • Retainer: *$7,500/mo* (launch special) · 3-month minimum, then month-to-month • Ad budget: $10K–$25K/mo (sized together at kickoff) • Goal: turn a loyal customer base into a *compounding commercial system* — media mix + a CRM that earns the second purchase *What we run:* Paid Media · CRM (Klaviyo email + SMS) · Shopify & AI Engineering · Website CRO · Strategy & Fractional Leadership · Cusrich.AI customer intelligence *The plan:* Kickoff & audit (Wk 1) → CRM, CRO + Shopify, and paid media spin up in parallel (Wks 2–6) → weekly / monthly / quarterly optimization from Month 2. :link: *Client portal:* https://portal.cmg.la/monrow :lock: passcode: `monrow2026` Let's build. :rocket:
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