Nextask — Onboarding SOP
Standard Operating Procedure

Client
Onboarding

6 phases · 7 days
Account Lead + Delivery Exec
Live · Apr 2026
00

Contract & Payment

Day 0 · Gate — nothing starts without this
+
  • Send contract (DocuSign / PandaDoc / PDF)
    Account Lead
  • Collect first month's payment upfront — UPI / Razorpay
    Account Lead
  • Save signed contract + payment receipt in client folder
    Account Lead
Contract must cover: scope, retainer amount, 3-month minimum, ad spend separation, revision rounds, 30-day termination notice.
01

Welcome Sent

Day 0–1 · Account Lead
+
  • Send welcome message within 24 hrs of payment
  • Add client to WhatsApp group or Notion portal — pick one, stick to it
  • Send intake form link
  • Book 30-min kickoff call within 3 days
Message template
Hi [Name]! Welcome to Nextask — Velocity Meets Excellence.
Next: 1) Fill intake form: [LINK]  2) Kickoff call: [DATE]  3) Work starts: [DATE]
02

Intake & Assets

Day 1–3 · Account Lead + Delivery Exec
+
  • Business overview, goals, competitors
  • Logo, brand colors, fonts
  • Meta Business Manager + Google Ads access
  • Funnel / landing page login or hosting credentials
  • Who approves content before launch?
Work does not start until intake is complete. 48 hrs no reply → Delivery Exec follows up. 72 hrs → Account Lead calls.
03

Kickoff Call

Day 2–4 · Account Lead leads · 30 min
+
  • Confirm intake answers, clear anything unclear (10 min)
  • Walk through scope — what's in, what's out (5 min)
  • Set comms norms — response times, approval process (5 min)
  • Agree on 2–3 first 30-day goals (5 min)
  • Confirm start date + first deliverable (5 min)
After the call — within 2 hrs
  • Send call summary to client
    Account Lead
  • Create client folder in Notion / Drive
    Delivery Exec
  • Set up funnel / campaign structure for Month 1
    Delivery Exec
04

Work Begins

Day 4–7 · Delivery Exec executes
+
  • Create client folder: /Assets /Funnels /Ad Creatives /Reports /Contracts
    Delivery Exec
  • Confirm access to all accounts
    Delivery Exec
  • Build landing page draft / begin funnel
    Delivery Exec
  • Set up ad campaign — audiences, ad sets, creatives
    Delivery Exec
  • Account Lead reviews before anything goes to client
    Account Lead
  • Send "We're live!" message to client
    Account Lead
05

Week 1 Check-in

Day 7 · Account Lead
+
  • Send check-in message on Day 7
  • Log any feedback in client file for Month 1 optimization
Message template
Hi [Name] — one week in! How's everything feeling? Any questions or feedback? We're here.
Master Checklist
Progress
0%
TaskOwner
Contract sent & signedAccount Lead
Payment receivedAccount Lead
Welcome message sentAccount Lead
Intake form sentAccount Lead
Kickoff call bookedAccount Lead
Intake form returnedClient
Brand assets & account access receivedClient
Kickoff call doneAccount Lead
Call summary sentAccount Lead
Client folder createdDelivery Exec
Funnel / landing page build startedDelivery Exec
Ad campaign structure set upDelivery Exec
Account Lead reviews before client sees itAccount Lead
"We're live!" message sentAccount Lead
Week 1 check-in sent (Day 7)Account Lead
Comms Rules
Response time
Reply within 4 business hours. No exceptions.
Weekly update
Every Friday. Delivery Exec fills it. Account Lead sends it.
Approvals
Client approves at least 48 hrs before any launch.
Escalation
Unhappy client → Account Lead handles it.
Scope creep
Anything extra → quote it. Never do it free silently.
No surprises
Bad news first. Never hide a missed deadline.
Nextask · Velocity Meets Excellence SOP v1.0 · Internal Use Only