Dummy Onboarding Report — Reference Structure

Purpose: This is a template/reference document. Use it to understand the structure and format of a typical Blueprint-phase discovery summary and onboarding report. Replace placeholder values with real client data.

Confidentiality: Dummy data only. Do not use for actual client reporting.

Report Header

Field	Example value
Client	[Client Company Name]
Tier	Growth Accelerator
Report type	Blueprint Discovery Summary
Period	Week 1–2 of engagement
Date	[YYYY-MM-DD]
Prepared by	[Project Lead name]
Contact	[Client primary contact]

1. Executive Summary

2–3 sentences — What we found, top 3 priorities, recommended Phase 1 focus.

Example: We mapped the full path from ad spend to closed deal. The main leaks are: (1) form-to-CRM handover delays of 24–48 hours, (2) no lead scoring or nurture, and (3) attribution gaps between Meta and CRM. We recommend Phase 1 focus on fixing the handover and adding a 5-email nurture sequence before scaling ad spend.

2. Current State Map

2.1 Path: Spend → Click → Lead → Qualified → Closed

Stage	Current metric	Target	Gap
Ad spend (monthly)	$4,200	$5,000	—
Clicks	2,100	—	—
Leads (form submits)	84	120	-36
Qualified (MQL)	12	30	-18
Closed	3	8	-5
CAC	$280	$165	High
Click-to-qualified	0.6%	1.4%	Low

Replace with actual client numbers.

2.2 Channel Overview

Channel	Status	Notes
Meta Ads	Active	Creative fatigue; no retargeting
Google Ads	Not running	Opportunity
Organic (SEO)	4 blogs/mo	Technical issues
Email	1 campaign/mo	No nurture
Website	WordPress	Conversion unclear

3. Leak Analysis

3.1 Identified Leaks

#	Leak	Impact	Priority
1	Form submit → CRM: 24–48hr delay	Leads go cold; no instant notification	P0
2	No lead scoring or qualification	Sales gets raw dumps; no prioritization	P0
3	No nurture sequence	80% of leads not demo-ready	P0
4	Attribution gaps (Meta ↔ CRM)	Can't optimize; unclear CPA	P1
5	Website: 12 CTAs; unclear offer	Low conversion; confusion	P1

3.2 Hypotheses to Test

Hypothesis	Test	Timeline
Nurture sequence improves click-to-qualified	5-email nurture over 14 days	Week 4–6
Instant handover reduces response time	Zapier: Form → CRM + Slack	Week 3
Single CTA + clear offer improves conversion	Landing page test	Week 5–6

4. Audience Summary

Persona	Pain points	Objections	Stage
[Persona A]	[Pain 1, 2]	[Objection 1]	Awareness / Consideration
[Persona B]	[Pain 1, 2]	[Objection 1]	Evaluation

Populate from discovery calls and existing data.

5. Tool & Access Status

Tool	Access status	Owner	Notes
Google Analytics	✅ Granted	[Client contact]	Editor
Meta Business Manager	✅ Granted	[Client contact]	Admin
Zoho CRM	🔄 Pending	[Client contact]	Requested Day 2
Website (WordPress)	✅ Granted	[Client contact]	Admin
Email (Zoho Mail)	🔄 Pending	[Client contact]	—

No passwords stored here — use password manager.

6. Growth Roadmap (Phase 1)

6.1 Week 3–4

Deliverable	Owner	Due
Zapier: Form → CRM + Slack	[Name]	Week 3
Lead scoring rules in CRM	[Name]	Week 3
Nurture sequence (5 emails)	[Name]	Week 4

6.2 Week 5–6

Deliverable	Owner	Due
Landing page A/B test	[Name]	Week 5
GA4 events for attribution	[Name]	Week 5
First retargeting campaign	[Name]	Week 6

6.3 Success Metrics (90 days)

Metric	Baseline	Target
CAC	$280	$165
Click-to-qualified	0.6%	1.4%
Close rate	3.6%	8%

7. Decisions & Next Steps

Decision	Status	Owner
Phase 1 plan approved	✅	Client
Ad budget increase to $5k/mo	Pending	Client
Zoho CRM migration confirmed	✅	Project Lead

8. Appendix: Kickoff Notes

Condensed notes from kickoff meeting.

Topic	Summary
Team	Client: [Contact]; GC: [Project Lead], [Specialist]
Goals	Reduce CAC; improve lead quality; scale ads
Communication	Slack daily; bi-weekly strategy call Tue 10am client time
Blockers	None

Field	Value
Next report	[Date]
Next milestone	Phase 1 Build complete
Questions	[Project Lead email]

This structure is a reference. Adapt sections based on tier, scope, and client context. See General Client Onboarding for process details.