📖 Today’s lesson
Lesson 26: Onboarding is protection.
Scope, deliverables, deadlines, document responsibilities, fees — the engagement framework prevents the disputes that sour client relationships. Structured, checklist-driven, model-draftable.
Why this matters: “I thought that was included” is the small practice’s most expensive sentence. A tight onboarding pack — letter, checklist, timeline — drafted once, reused forever, is cheap insurance and a professional first impression.