* Empire XL Client Onboarding Script

1. Greeting and Introduction

“Hello [Client Name], welcome to [Agency Name]! My name is [Representative Name], and I’ll be helping you get started today. We’re really excited to partner with you and help grow your business through our website design and e-commerce solutions.”  

(Pause for response.)*  

“Before we begin, I’d like to confirm a few details to make sure we have everything ready to move forward smoothly.”

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*2. Verify Client Information

“Can I quickly confirm your business name, contact person, and preferred email for communication?”  

(Confirm and correct any details in CRM.)*  

“Perfect, thank you! Next, do you already have a website or domain, or are we setting that up for you from scratch?”

(Based on answer, guide to next step.)

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*3. Introduction to the Onboarding Process

“Here’s a quick overview of what will happen next:  

1. **Discovery Call or Form Submission* – We’ll gather details about your brand, goals, and design preferences.  

2. *Project Kickoff* – Our design and development teams will review your information and create an initial concept.  

3. *Review & Feedback* – You’ll have the chance to provide input on the designs and functionality.  

4. *Final Launch & Training* – Once approved, we’ll launch your site and show you how to manage it.  

Throughout the process, we’ll keep you updated and available for questions anytime.”

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*4. Setting Expectations and Timelines

“Most projects take about [insert typical timeframe, e.g., 4–6 weeks] from start to launch, depending on complexity and feedback time. We’ll send you weekly updates so you always know where things stand.”

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5. Discuss Next Steps

“To get started, we just need you to complete [specific onboarding action — e.g., sign agreement, send brand assets, fill out onboarding form].  

Once we receive that, our project manager will reach out within 24 hours to schedule your kickoff meeting.”

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6. Closing the Call

“Thank you again for choosing [Agency Name]. We’re thrilled to be part of your growth journey. Do you have any questions before we wrap up?”  

(Address any questions, then finalize call.)*  

“Great — we look forward to working with you! You’ll get a confirmation email shortly with next steps.”

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Text the customer’s information to 

Jarrod @empirexl.us