Turn New Clients Into Long-Term Partners With The Bulletproof Onboarding Checklist

Hi, I'm Michael King.

I've spent the past decade scaling my Fractional CFO firm, Civil CFO, to 7+ figures.

Along the way, I learned a critical lesson: As goes onboarding, so goes the entire client relationship.

If you get it right, you set the stage for a multi-year partnership. But if you fumble the first 30 days, you lose their trust—and eventually, the contract.

The Bulletproof Client Onboarding Checklist isn't just theory. It is the exact, standardized 4-phase framework I use to go from "signed contract" to "strategic execution" without the chaos.

Download the roadmap to master the 4 key phases:

🧭 PHASE 1: The Orientation (The First 72 hours)

• Establish authority immediately.
• Learn how to run an Orientation Call that sets the agenda, clarifies what you need, and defines the rules of engagement.

🔍 PHASE 2: Discovery + Evaluation

• Don't make recommendations in the dark. Use our checklist to gather exactly what you need before you strategize.

🤝 PHASE 3: The Onboarding Meeting

• Move beyond "getting to know you" and deliver quick wins.
• Learn how to identify specific financial insights - tied to revenue, margin, or cash flow - that validate the buyer's decision to work with you. Immediately.

🗺️ PHASE 4: The Strategy Call

• Turn onboarding into a long-term partnership. Get the list of deliverables you need to present, including the 13-week cash flow forecast, 30-60-90 day plan, and 12-month road map.