FREE GUIDE
The bulletproof onboarding checklist for fractional cfos
Stop reinventing the wheel. Download the 4-phase roadmap to standardize your client intake, eliminate scope creep, and deliver strategic value from Day 1.
GET THE ONBOARDING CHECKLISTSTOP THE ONBOARDING MADNESS!
One of the most important lessons about running a Fractional CFO firm is this: as goes onboarding, so goes the entire client relationship.
In other words, if you get onboarding right, clients are likely to stick around for the long run. But if you fumble onboarding... oof.
The Bulletproof Client Onboarding Checklist gives you a standardized, 4-phase framework specifically designed for Fractional CFOs. It takes you 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 validates 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.