<aside> 🎯 Run this the moment a deal closes won. The first 30 days set the relationship — get it right and they refer.

</aside>

Day 0 — within 1 hour of close

• [ ] Send a personal welcome video (Loom, 90 seconds)
• [ ] Schedule kickoff call within 5 days
• [ ] Send any contracts / NDAs / payment links

Day 1-7 — kickoff

• [ ] Run kickoff call (60 min)
• [ ] Capture all access credentials
• [ ] Define success metrics together
• [ ] Set up shared comms channel (Slack / WhatsApp / email cc)

Day 8-30 — first deliverable

• [ ] Ship something visible by day 14
• [ ] Schedule a 30-day check-in call
• [ ] Ask for one referral on day 30

Day 30+

• [ ] Add to your "active customers" CRM view
• [ ] Quarterly QBR booked
• [ ] Send a holiday card / annual gift