All clients Mastersheet Health Calls Wins

Onboard a client

The onboarding form, as the system. Answers do not sit in a record: what they tell us runs through extraction into their knowledge base, their references land in the library, and the onboarding checklist appears on Tasks.

01Basics

Brand / company name

Identifier — permanent

Industry

Website

Primary contact

02Brand

The one-liner and vibe go through extraction — write them as the client said them.

In one sentence — what does the brand do?

Brand vibe

Primary colour

Text on imagery

Headline font

Never say — one per line

03Audience & goals

Who is the target audience, in the client’s words?

Targeting where

Main goal

04Content

Platforms

Posting cadence

Preferred formats

2–3 accounts or videos they love — links go straight to the Library

05Production & ads

Talent / spokesperson

What are we promoting with ads?

What should people do after seeing an ad?

Monthly ad budget

06Drive

Six folders, [CODE]-prefixed: 01_Brand Assets · 02_Monthly Content · 03_Video Batches · 04_Reporting · 05_Admin · 06_Ad Batches. A task is created either way.

Shared Drive folder link — if it already exists

Name, industry and the one-liner are the minimum. Everything else improves the strategy but never blocks the account.