SAMPLE β€” yoursaas.diy
β€” A Welcome From β€”

Sterling & Co.

A small note, a clear plan, and a few promises about the next thirty days together.

Prepared for
Maria Reyes & the team at Apex Manufacturing

Welcome.

Maria, first β€” thank you. Picking us out of the dozen agencies you spoke to is not a small thing, and we don't take it lightly.

Over the next thirty days you'll see exactly what we promised in the proposal: clear deliverables, weekly progress, and zero surprises in your inbox. We've onboarded 50+ clients with this exact playbook, and we've made just about every mistake worth making β€” so the version you're getting is the one that actually works.

A few things to keep on your radar: there's a checklist in this packet (your side and ours), a 30-day roadmap so you know what to expect when, and the contact info for the humans who'll be in your corner. If anything in here is unclear, the answer is always: just ask. We'd rather over-communicate than have you guess.

Excited to build something good with you.

β€” Daniel
Daniel Sterling
Founder, Sterling & Co.
Onboarding Checklist

The first five days.

Tap each item as it's done. Three are on us, three are on you. We'll nudge gently if anything stalls.

Roadmap

What happens, when.

Day-by-day for the first month, so you know what's coming before it lands in your inbox.

D1
Day

Welcome packet + portal access

You're reading it. Set aside 30 minutes to do the discovery questionnaire β€” it's the single highest-leverage thing you can do this week.

D3
Day

Kickoff call

60 minutes. We walk through your goals, our process, the working cadence, and answer everything. Recording sent within 24h.

D7
Day

Internal brief published

Our written brief β€” the doc that guides everything we build β€” lives in your portal. You sign off before production starts.

D14
Day

First check-in & preview

Loom walkthrough of work-in-progress, plus a written status. Your only job: react, ideally within 48h.

D21
Day

Mid-engagement strategic sync

30-minute working session. Less status, more strategy β€” we re-check whether what we're building is still right.

D30
Day

First major deliverable shipped

In your hands. Loom walkthrough + clean files. 4-day feedback window opens; standard SLA: 1 round of revisions in scope.

Your Team

Who's in your corner.

Two humans, no chatbots. Available on Slack during business hours, email otherwise.

DS
Daniel Sterling
Founder Β· Your strategic owner
πŸ“ž (555) 234-5678 βœ‰οΈ daniel@sterlingco.com πŸ’¬ @daniel on Slack
RJ
Rachel JimΓ©nez
Project Manager Β· Day-to-day point of contact
πŸ“ž (555) 234-5679 βœ‰οΈ rachel@sterlingco.com πŸ’¬ @rachel on Slack
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