First Client Call Framework

LEAD YOUR NEW CLIENT ONBOARDING CALL LIKE A PRO WITH THIS DONE-FOR-YOU FRAMEWORK + AGENDA TEMPLATE!

Onboarding doesn’t have to feel awkward or uncertain. The First Client Call Framework gives you a clear structure and intentional flow for your very first call with a new client, the one where you set expectations, clarify priorities, and establish your leadership from the start.

This isn’t just about checking boxes; it’s about setting the tone for a strategic, collaborative partnership. With this plug-and-play framework and agenda, you’ll know exactly what to cover, what questions to ask, and how to position yourself as a trusted operations partner from day one.

Whether you’re an OBM, DOO, consultant, or other operations service provider, this resource makes onboarding smooth, professional, and confidence-filled every single time.

Includes: Client Call Agenda Template, First Client Call Framework Workbook

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WHY YOU’LL LOVE IT…

✅ Know exactly how to structure your first call: what to say, when to say it, and what to ask
✅ Build instant credibility and connection with your new client
✅ Walk away from the call with clear expectations, next steps, and momentum
✅ Use it over and over for every new client relationship

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WHAT YOU’LL RECEIVE...

📄 A Client Call Agenda Template to guide the conversation and ensure every key topic is covered
🧠 A First Client Call Framework Workbook walking you through how to prep, lead, and follow up like a pro
💬 Built-in prompts and checklists to make your first call organized, strategic, and stress-free

 

FAQ

Who is this best suited for?

DOOs, OBMs, consultants, and other service providers who lead client relationships and want to make an outstanding first impression.

What if I already have a first-call process?

This framework will elevate it! Use it to refine your structure, add strategy to your flow, and ensure every client conversation starts with clarity and authority.

Do I need any special tools to use this?

Nope! Everything is delivered in easy-to-use PDF templates. Print it and customize it to fit your preferred system.

Is this part of a bundle or collection?

No, this is a stand-alone digital product available exclusively inside The Shop for Ops.

Please note: This is a digital product. Nothing physical will ship. The product is not resellable.  Terms of Service.