Client Journey
What Happens After You Sign? Our Onboarding Process
After you sign, CasperB2B onboarding runs on a set timeline: access and welcome on day 1, a kickoff call on days 2-3, system setup on days 4-7, drafts and approval on days 8-14, and launch with weekly updates from day 15.
Here is the step-by-step process we use to onboard new clients and launch their systems.
Timeline
Day 1
Agreement Signed & Access Granted
Once your agreement is signed and the initial invoice is paid, our system automatically creates your secure client portal and Slack/Teams channel.
Key Deliverables:
- Welcome email with portal login
- Dedicated communication channel created
- Initial asset collection request sent
- Kickoff call scheduling link provided
Timeline
Day 2-3
The Kickoff Call
A 45-minute strategy alignment call with Jared Casper to confirm the exact roadmap.
Key Deliverables:
- Review primary business bottlenecks
- Confirm target audience and messaging
- Finalize 30-day priorities
- Establish reporting cadence
Timeline
Day 4-7
System Configuration
Our team begins setting up the foundational infrastructure required for your specific scope.
Key Deliverables:
- CRM environment built
- Domain and email authentication secured
- Tracking pixels and analytics installed
- Initial automations drafted
Timeline
Day 8-14
Asset Creation & Approval
We build the initial deliverables—whether that's a new landing page, ad creatives, or automated email sequences—and send them for your review.
Key Deliverables:
- First draft of core deliverables presented
- Feedback loop and revisions
- Final approval secured
- Pre-launch testing
Timeline
Day 15+
Launch & Optimize
Your systems go live. We monitor performance daily, provide weekly updates, and hold monthly strategy reviews.
Key Deliverables:
- Campaigns and systems go live
- Daily performance monitoring
- Weekly status updates in Slack/Teams
- Monthly deep-dive strategy review
The "No Ghosting" Standard
A common complaint about agencies is that they disappear after the invoice is paid. Our onboarding process is built so you always know exactly what we are working on, when it will be done, and who is responsible. Request My 15-Minute Fit Call
Frequently asked questions
How long does onboarding take?
Systems typically launch from day 15, after setup on days 4-7 and drafts, feedback and approval on days 8-14.
How will I get updates after launch?
You get weekly status updates and a monthly strategy review, so you always know what is being worked on and who is responsible.
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Talk to us
Book a 15-minute fit call
Tell us what's leaking time or revenue. You get a personal reply within 1 business day.
- Founder-led. Built by Jared Casper (Founder) and Mark Casper (Co-Founder).
- A person answers. Every request gets a personal reply within 1 business day. Call or text 1-207-222-7737.
- Done for you. We build, set up and run the system — see exactly what we do.
