Chipuruime Chizimuzor Ifeachor
$8/hr
Executive Assistant for Founders| Operations and Project Support
- Reply rate:
- 100.0%
- Availability:
- Hourly ($/hour)
- Location:
- Kubwa, Abuja, Fct, Nigeria
- Experience:
- 7 years
Client Onboarding SOP
Prepared by
CLIENT ONBOARDING
Chipuruime Ifeachor
Executive Assistant &
Operations Specialist
Standard Operating Procedure
Purpose
Scope
Owner
Version
Seamless client onboarding
New client — first session
Executive Assistant
v1.0 — 2025
PHASE 1 — PRE-ONBOARDING (DAY 0–1)
Triggered immediately upon receiving client confirmation.
SN
Action
Owner
Deadline
Tool
01
Log new client in Google Sheets tracker (name,
programme, start date)
EA
Within 2 hours
Google Sheets
02
Send Stripe payment link with personalised welcome
note
EA
Within 24
hours
Stripe + Gmail
03
Send Zoom session link + onboarding welcome
message
EA
Within 48
hours
Zoom + Gmail
04
Update tracker: payment status, session date, next
action
EA
Ongoing
Google Sheets
PHASE 2 — SESSION COORDINATION (ONGOING)
SN
Action
Owner
Timing
Tool
05
Send session reminder message to client
EA
Morning of
session
Gmail / WhatsApp
06
Confirm host is prepared; flag any last-minute
changes
EA
1 hour before
session
WhatsApp / Slack
07
Follow up on unpaid invoices politely
EA
After 48 hours
Gmail + Stripe
08
Post-session: update tracker with outcome &
next action
EA
Same day
Google Sheets
TRACKER FIELDS (GOOGLE SHEETS)
Client name & programme
Payment status (Paid / Pending / Overdue)
Session date & time
Links sent (Zoom, Stripe — Yes/No)
Reminder sent (Yes/No)
Next action required + due date
Notes / flags
ESCALATION PROTOCOL
Flag immediately via WhatsApp if:
Payment not received 48 hours’ post-confirmation
Client has not confirmed session attendance
Zoom or Stripe link returns an error
Client sends complaint or concern
Goal: Zero dropped balls.
Chipuruime Ifeachor | Executive Assistant & Operations Specialist
