Service-Aware Client Onboarding Workspace
Phase 1 application foundation and data ingestion are complete. The workspace hosts 1,075 research-verified agency services, 60 Universal Core intake questions, and 791 service-specific intake rows across 152 services.
950 Baseline (SV) + 125 Specialized (SP)
791 bespoke questions & checklists
Universal Core (A–H) + custom checklist
Deduplicated shared company intake
Deliverables: brand brief, stakeholder interview summaries, existing-asset audit, discovery deck
Deliverables: visual + positioning analysis vs 5–10 competitors, differentiation map ($1,500–$4,000)
Deliverables: 3–5 detailed personas with jobs-to-be-done ($2,000–$8,000)
Deliverables: positioning statement, differentiation pillars, category point-of-view ($3,000–$10,000) | tagline, elevator pitch, brand story/manifesto, key messages ($3,000–$12,000) | Positioning doc, messaging hierarchy, value props | Positioning statement, messaging house, competitive map
Deliverables: voice attributes, do/don't copy examples, writing guide ($2,000–$6,000)
Deliverables: masterbrand/sub-brand/endorsed-brand model, naming rules, portfolio map
Deliverables: launch playbook, phased rollout plan, internal launch materials, launch assets list
Deliverables: naming criteria/brief, creative territories, name evaluation scorecard (often folded into full strategy)
Deliverables: ongoing brand reviews, campaign alignment checks, guideline updates, rollout support
Deliverables: positioning doc (who you are, who you target, core messages), content pillars (3–5 themes) | Positioning doc, voice guide from interviews
Deliverables: rewritten headline, About section, Featured section, experience descriptions, banner design/copy; à la carte ~$600 | Rewritten headline, about, featured, banner
Deliverables: Loom video breakdown, dos/don'ts, next steps; often free as lead magnet ($0)
Deliverables: content pillar system, posting cadence (2–4x/week), format mix, content calendar in Trello/scheduling tool | ICP definition, keyword-cluster architecture, content model, quarterly plan (project from $2,500) | Strategy doc: audiences, pillars, formats, calendar, KPIs | Pillars, formats, posting cadence
Deliverables: 4–30 posts/month in founder's voice, from weekly interviews/voice notes; ~$75–$100/post à la carte | Ghostwritten articles for founders/execs | 8–20 posts/mo written in client's voice
Deliverables: newsletter setup, weekly/biweekly ghostwritten issues, subscriber growth support | LinkedIn/Substack newsletter writing + send
Deliverables: posts turned into carousels, short video edits , whitepapers, landing pages | blog → LinkedIn carousel + video script + email sequence ; repurposing clips | Long-form → clips/posts across platforms
Deliverables: replying to comments in founder's voice , 10–15 outreach messages/day , connection requests, spam filtering, flagging high-value conversations | Strategic comments, DM triage
Deliverables: network list of ICP/peer accounts , pipeline systems turning visibility into qualified leads