Onboarding Strategists


There must be order (process), for chaos (creativity) to thrive.  The “only way to learn is to dive right in” mentality does not set up strategists for success. Before diving in, people want to know how deep the water is? if there are sharks? I made this onboarding template for you to steal and customize! Even my idol Julian Cole says he’s going to use it and shared with his followers! Mark Pollard and I talk about it on his Sweathead podcast.

strategy onboarding - welcomestrategy onboarding - client audiencestrategy onboarding - concepting and reviews

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