You will get a client onboarding audit and repair plan for your agency's first 90 days
Rising Talent
Project details
When every new client account starts differently, delays and rework show up before delivery settles. I trace one recent account from signed contract through its first 90 days, compare it with three to five other starts, and show you where the process breaks and what to fix first.
You receive four written outputs:
• A five-number baseline: days to first deliverable, unbilled hours, rework, revision rounds, and 90-day client loss.
• A map of how accounts actually start.
• Evidence-backed breakpoints.
• A ranked repair plan: what to address first and why.
Best for US founder-led marketing, creative, digital, content, design, and web agencies with 10–40 people.
Three weeks. Written first. Maximum two hours of calls. One written follow-up.
This is an audit, not implementation. I do not build automations, configure tools, choose vendors, act as a fractional COO, or do ongoing execution. The review covers only the first 90 days of a client account.
You receive four written outputs:
• A five-number baseline: days to first deliverable, unbilled hours, rework, revision rounds, and 90-day client loss.
• A map of how accounts actually start.
• Evidence-backed breakpoints.
• A ranked repair plan: what to address first and why.
Best for US founder-led marketing, creative, digital, content, design, and web agencies with 10–40 people.
Three weeks. Written first. Maximum two hours of calls. One written follow-up.
This is an audit, not implementation. I do not build automations, configure tools, choose vendors, act as a fractional COO, or do ongoing execution. The review covers only the first 90 days of a client account.
Industry
Arts & Design, Marketing & Advertising, Media & Entertainment, Software, Writing & PublishingWhat's included $3,250
These options are included with the project scope.
$3,250
- Delivery Time 21 days
- Live Consultation (Minutes) 120
Frequently asked questions
About Sanam
PMP Operations & Project Manager | Vendor & Contract Governance
Chicago, United States - 7:57 am local time
I am a PMP-certified Operations & Project Manager with 8+ years of experience supporting enterprise operations at AARP and Accenture. I bring structure to work that has become unclear, delayed, or difficult to coordinate across people and teams.
I can help with:
• Project and program coordination: plans, owners, timelines, dependencies, and follow-through
• Vendor and contract governance: accurate records, reviews, changes, status tracking, and cross-functional coordination
• SOPs, process documentation, workflow mapping, and handoff design
• Risk, issue, and escalation tracking with practical next actions
• Executive-ready status reporting, trackers, and dashboards
• AI-assisted documentation and workflow support where it genuinely improves consistency
Relevant experience:
• Governed 100–200 vendor contracts per month with AARP's Finance, Legal, and Vendor Management teams
• Helped reduce invoicing errors by 15% through improved vendor tracking and reconciliation workflows
• Coordinated governance, risks, dependencies, and reporting across 30+ concurrent engagements
I work hourly for ongoing operations/project coordination or on clearly scoped documentation and workflow projects. I am available for up to 20 hours per week. If your work needs clearer ownership, reliable status, and fewer things falling through the cracks, I can help.
I also run Sunnyworks (sunnyworks.ai), an independent operations consultancy for founder-led agencies of 10 to 40 people. It looks at one thing: how a new client account runs through its first 90 days, from signed contract to a steady approval rhythm.
Steps for completing your project
After purchasing the project, send requirements so Sanam can start the project.
Delivery time starts when Sanam receives requirements from you.
Sanam works on your project following the steps below.
Revisions may occur after the delivery date.
Confirm the review scope
I confirm the focal account, comparison records, what I will review, and what stays outside this engagement—all in writing.
Reconstruct the five-number baseline
In week one, I measure days to first deliverable, unbilled hours, rework, revision rounds, and 90-day client loss.