How Are You Structuring Client Onboarding & Delivery Behind the Scenes?

For those of you already working with AI/automation clients, what does your behind-the-scenes client onboarding and delivery system look like?

I understand the discovery side. What I'm trying to build is a clean operational framework for what happens once a client starts moving forward.

Specifically, I'm curious how you handle things like:

• Client folder/workspace structure

• Discovery notes → scope → build handoff

• Credentials and access

• Client-provided assets/information

• Project status and task tracking

• Testing and client approvals

• Documentation of automations/agents/workflows

• Launch/go-live checklist

• Training and handoff

• Ongoing support/maintenance

If you have a standard folder structure, checklist, SOP, or client lifecycle that you actually use, I'd love to see how you've organized it.

I'm less interested in the sales process and more interested in the operational infrastructure that keeps a client engagement organized from discovery through handoff.

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How Are You Structuring Client Onboarding & Delivery Behind the Scenes?

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