SOP — Client onboarding

The five-step process from the live onboarding deck, and what the portal does at each step. Audience: AM / delivery. The portal automates the record-keeping; the human owns the client relationship.

The five steps (client-facing)

1. Onboarding form — business & brand info, campaign goals & KPI, target audience & budget.
2. META / Google Business access — client adds junkai@atlasmedia.sg as admin in Business Manager (Settings → People → Add People → Full control "Manage"), assigns the Facebook Page and Ad Account.
3. Assets & references → shared Drive — logo, brand guidelines, fonts, colours, photos, existing footage.
4. Project details & locations — projects to feature, addresses for geo-targeting, site-specific highlights, launch dates, ideal buyer profile.
5. Invoice & contract — 100% upfront before work begins.

What the portal does on onboarding

Submitting /clients/new creates the account and fans the intake out:

• Checklist → Tasks, pipeline-origin: META access, Drive folder from template, client asset upload, project details, invoice & contract.
• Narrative answers → extraction. The one-liner, audience, promotion and post-ad action run through the ingest pipeline and land on Knowledge as draft facts with citations — approve them like any other source. Onboarding is the first ingest.
• Reference links → Library, tagged automatically.
• Industry → research domain, linked so market facts, conventions and the industry guide apply from day one. If the domain is new, run market research and conventions once (/api/market/research, /api/market/conventions).
• A milestone lands in the changelog.

Drive folder template

One folder per client, every subfolder prefixed with the client code, e.g. [HOFT]:

[CODE] 01_Brand Assets      logos, guidelines, fonts, colours, raw brand material
[CODE] 02_Monthly Content   organic content by month
[CODE] 03_Video Batches     video deliverables by batch
[CODE] 04_Reporting         performance reports shared with the client
[CODE] 05_Admin             contract, invoices, correspondence
[CODE] 06_Ad Batches        paid creative by batch

Paste the folder link into the client profile (or the onboarding form's Drive field) so it shows on the client Overview. Creating the folder automatically needs the GCP service account — still blocked; see the register.

Collaboration terms (from the deck — quote these, do not improvise)