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.
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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.
What does a marketing agency onboarding process look like at CasperB2B?
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.
What happens on the kickoff call?
It is a 45-minute strategy call with Jared Casper to review your main bottlenecks, confirm your audience and messaging, set 30-day priorities and agree on how reporting will work.
What will I need to provide during onboarding?
Expect an asset collection request on day 1 for things like logins, brand files and existing materials, so setup can start on schedule.
Do I get to approve work before it goes live?
Yes. On days 8-14 you review first drafts, give feedback, and final approval is secured before pre-launch testing and launch.
How will I communicate with the team during onboarding?
You get a client portal and a dedicated Slack or Teams channel on day 1, which is also where weekly status updates are posted after launch.
What gets set up during system configuration?
Your CRM environment, domain and email authentication, tracking pixels and analytics, and first drafts of your automations, depending on your scope.
Before you book
Common concerns, answered
“What will this cost me?”
You get a fixed, written quote before any work starts. Nothing begins until you've seen the full price and signed the scope. How pricing works.
“I've been burned by an agency before.”
Your signed scope lists exactly what's delivered, so there's no guessing. Monthly plans are month-to-month, with no long-term contract.
“I don't have time to manage another project.”
You don't have to. It's done for you: we build, set up and run it. See exactly what we handle.
“Will I actually reach a person?”
Yes. Founder Jared Casper reviews every new request and you get a personal reply within 1 business day. Or call or text 1-207-222-7737.
Book My 15-Minute Fit CallFree 15-minute call · No obligation
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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.
