White-label onboarding shouldn’t take longer than the project itself. Here’s how to go from first conversation to a live project brief in under a week, without either side scrambling.
Day 1-2: the discovery call
A short call covering your typical project types, current tech stack preferences, and how you like to communicate. This sets the template for every project after, so it’s worth doing properly the first time.
Day 2-3: the pilot project brief
Start with one real (but not mission-critical) project so both sides can see how communication, timelines, and quality actually hold up before committing further.
Day 4-6: the pilot delivery
You should get a fully QA’d, documented deliverable back — this is your first real look at what a handoff from this partner actually looks like.
Day 7: review and next steps
Review the pilot against the original brief, decide whether the fit is right, and set up whatever cadence works for ongoing work — project-by-project or a retainer arrangement.
What slows onboarding down?
Skipping the discovery call and jumping straight into a project brief. It feels faster but usually costs more time later fixing mismatched expectations.
Start your onboarding this week
Book a free 15-minute call today — we can have your pilot project briefed and underway before the week is out.
