All Phases Print
03

Discovery

Owner: Max Moclock (Client Success Manager)

Post-close onboarding. Sales-to-delivery handoff with verification checkpoint. Max receives all info and distributes to the team.

OnboardingTeam Brief
Lane 01

Client Experience

🎉 Client Onboarding Experience
  • Receives welcome message and onboarding overview from Max
  • Introduced to Max as primary Client Success Manager
  • Completes onboarding intake (brand assets, goals, contacts, credentials)
  • Given a project timeline and next steps document
  • Knows exactly who to contact and what to expect next
📍 Client Touchpoints
  • Welcome email from Max with project overview
  • Onboarding call or intake form
  • Brand asset upload/submission
  • Project timeline shared (dates, milestones, reviews)
Medium-frequency touchpoints
Lane 02

Teammate Workflow

👥 Team Assignments
👑 Max: Owns this phase 🎥 Teddy: Provides handoff package 🎨 Molly: Receives brand brief ✍️ Bethany: Receives copy brief 📷 Paige: Receives social brief 🎬 Derrick: Receives web/video brief 🌟 Rusira: Receives video brief 📷 Elisa: Receives photo brief
📄 Discovery Process (7 steps)
  • Sales-to-Max handoff: Teddy delivers all sales materials
  • Handoff verification: New Max confirms all materials received
  • Review recordings: Max studies call recordings and notes
  • Kickoff call: Max leads onboarding call with client
  • Brand asset collection: Gather logos, fonts, colors, past content
  • Team brief: Max distributes role-specific briefs to all
  • Discovery brief approved: Client confirms scope + team + plan
Lane 03

AI Agent Workflow

🔄 Human-Bot Collaboration
VP Bot processes sales recordings→Max reviews summary
Branding Bot starts brand audit→Molly reviews direction
Copywriter Bot drafts messaging framework→Bethany refines
Lane 04

Feedback & Decisions

⚖️ Checkpoints

Handoff Verification (new): Max verifies all materials received from Teddy before proceeding. Missing items are requested before any client contact occurs.

Discovery brief approved?
Yes: Proceed to Strategy Revise: Adjust scope/plan
⌛ Timeframe

🕑 2-5 business days after deal close

🔄
Handoff: Discovery → Strategy
Materials: Approved brief, brand assets, team assignments, kickoff recording