Jeff Sutherland jeffvsutherland

## SMB-Onboarding-Guide.md

      
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                jeffvsutherland
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              May 1, 2026 19:21
            
              
                ASF SMB Client Onboarding Flow - 6 Step Guide for Automation Agency
              
          
    SMB Onboarding Flow — Automation Agency

This document outlines the step-by-step onboarding process for new SMB clients after contract signing through active service delivery.

Onboarding Flow

1. Contract Signing


Execute Master Services Agreement (MSA) and Statement of Work (SOW) using Automation Agency proprietary template