Protect the Call. Close the Loop.

The shape of a standard onboarding day. Call blocks are protected; every block ends with the loop closed.

1. 01Clear Overnight Activity

   60 minutes

   Clear Slack, send proactive updates, and address outstanding tickets.

2. 02Client Call Block

   3 hours

   Run scheduled onboarding calls.

3. 03First Follow-Up Block

   30 minutes

   Send recaps and arrange deliverables.

4. 04Lunch

   30 minutes

5. 05Calls and Coaching

   3 hours

   Run client calls or attend manager and coaching sessions.

6. 06Second Follow-Up Block

   30 minutes

   Send recaps and arrange deliverables.

7. 07Portfolio Follow-Up

   30 minutes

   Send proactive updates to all other assigned clients.

8. 08Prepare for Tomorrow

   30 minutes

   Chase OB2 deliverables and close open loops.

9. 09End-of-Day Report

   Before sign-off

   Send the required EOD update.