Client Onboarding Algorithm

The steps

1. Pre-immersion prep. Review all materials; identify known knowns, known unknowns, gaps.
2. Calibration session. Establish rapport. Match frequency. Frame the engagement as data collection, not decision-making.
3. Full data capture. Record everything. Workflows, tools, team dynamics, pain points, revenue flows, customer journey, founder vision.
4. Organize phase. Apply Shepherd’s Way step 4 to the raw capture. Categorize. Map dependencies. Flag contradictions.
5. Blueprint delivery. Within 48 hours: current state Three Kingdoms map, identified gaps, proposed build sequence (Fibonacci), baseline scoring, 90-day roadmap.
6. Build phase. Execute against blueprint. Every session recorded. Every deliverable emailed same day.
7. First-result reporting. The first measurable result is the trigger for trust deepening; produce it within 30 days.
8. Monthly review. Apply BEAS. Adjust the dynamic middle of engagement intensity.
9. Quarterly Immersion review. Re-capture state. Update blueprint. Identify next Fibonacci step.
10. Document the entire engagement so it is reproducible without you.

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From the GFunnel Methodology v5.1 by Cameron Garlick, licensed CC BY 4.0. Steps are reproduced word for word.