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  1. THE SYSTEM: Client Onboarding SOP & Welcome System
  2. THE CHALLENGE: Make each next step clear and repeatable.
  3. WATCH HOW: A welcome system that carries each inquiry from discovery form to an informed next step.
  4. Start with purpose: Client Submits Discovery Form
  5. Process · 01: Client Submits Discovery Form
  6. Process · 02: Review Submission Notification
  7. Process · 03: Add Client to Google Sheets Tracker
  8. Process · 04: Set Status to New Lead
  9. Process · 05: Send Personalized Welcome Email
  10. Process · 06: Share Discovery Call Booking Link
  11. Process · 07: Update Status to Welcome Email Sent
  12. Process · 08: Track Booking and Send Follow-Up Reminders
  13. Process · 09: Update Status to Call Scheduled
  14. Process · 10: Prepare Call Notes and Agenda
  15. Process · 11: Conduct Discovery Call
  16. Process · 12: Record Call Outcome and Next Steps
  17. Process · 13: Send Proposal
  18. Process · 14: Update Client Status
  19. Process · 15: Track Client Progress
  20. Process · 16: Close as Won or Lost
  21. Process · 17: Maintain Client Tracker for Future Onboarding
  22. The deliverable: Discovery → welcome → follow-through
  23. RECAP · 1: Discovery form and lead tracker
  24. RECAP · 2: Welcome email and discovery call
  25. RECAP · 3: Proposal, status updates, and follow-up
  26. KEY TAKEAWAY: Discovery → welcome → follow-through