Client onboarding

Everything we need to start - explained step by step.

Pick your service below. Each onboarding walks you through exactly what's needed and why, takes minutes, and never asks for a password. Your answers go straight to the production team.

Time: 5-15 minutes per service Access: secure links, never passwords Kickoff: typically within 5 business days

How onboarding works

Just over a minute on why we ask what we ask, how your account access stays yours, and exactly what happens once you hit send.

  • Questions explained as you go
  • Secure access links, never passwords
  • Reviewed in a day, building in five

How every engagement runs

No mystery, no sales theatre. This is the exact path every Murphy engagement follows, with typical timing on each step.

01

Day 1 - 30 minutes - Video call

First conversation

A 30-minute discovery call. We are listening for two things: what you are trying to ship, and where the friction is in your current setup. There is no pitch deck. There is no sales script.

  • For agency partners: roster overview, current fulfillment setup, and the categories where you are losing money or capacity.
  • For direct clients: the business you run, what is in front of you, and what success looks like in 90 days.
  • What we will not ask: budget. We talk pricing in writing, after we understand the work.
02

Day 1 - Written recap

Fit and next-step recap

We send a plain-language recap of what we heard, what we think should happen next, and any obvious risks before money changes hands.

  • Recommended service path and why it fits.
  • Known dependencies, access needs, and timing risks.
  • Clear no-fit note if Murphy is not the right production partner.
03

Day 1-2 - Agreement

Reusable partner agreement

If the fit is clear, we send the service agreement once. Agency partners do not re-sign from scratch on every small project.

  • Confidentiality and white-label boundaries.
  • Payment terms, delivery ownership, and support expectations.
  • How end-client details should be shared without creating account confusion.
04

Day 2 - Workspace setup

Production workspace provisioned

We create the working channel for files, notes, project status, and approvals so the engagement has one place to live.

  • Primary contact confirmed.
  • Project folder and handoff structure created.
  • Communication rules documented before production starts.
05

Day 2-3 - Scope packet

Quote and scope locked in writing

Every engagement gets a written scope before production. The scope names the deliverables, assumptions, price, and expected delivery window.

  • Agency cost and suggested retail price where applicable.
  • In-scope and out-of-scope items separated clearly.
  • Approval path defined so the work does not stall later.
06

Day 3-5 - Access and assets

Credentials, brand inputs, and source material

We collect only the access and assets needed to complete the scoped work. When credentials are sensitive, we use secure sharing and keep access narrow.

  • Brand files, copy, media, and content sources.
  • Platform access for websites, analytics, CRM, ads, or hosting.
  • Open questions resolved before the production queue starts.
07

Day 5 - Production kickoff

Work begins with a visible queue

Once the scope and access are ready, we move the project into production. You can see the current phase, the next milestone, and what is waiting on approval.

  • Task order and owner assigned.
  • First internal QA expectations documented.
  • Known blockers escalated early instead of buried.
08

Week 1-2 - Review cycle

First milestone review

You review the first meaningful milestone before the project gets too far down the road. This keeps revisions practical and protects the delivery window.

  • Preview link, draft, report, or working artifact shared.
  • Feedback captured in one place.
  • Revision round completed against the approved scope.
09

Day 14-21 - Launch and handoff

Launch, QA, and next engagement path

The first project ends with a clean handoff: what shipped, what changed, where everything lives, and what should happen next if the relationship continues.

  • Launch or final delivery checklist completed.
  • Support notes and ownership details handed off.
  • Next project, retainer, or support-hours path recommended only if it makes sense.

Not onboarded yet?

Book a fit call and we'll walk through it together.

30 minutes, no pitch. We'll match the work to the cleanest fulfillment path.

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