LEARNING MODULE 3 — Build a Third Playbook — Client or Customer Intake
Level 6 - Strategist
Get Started:
• Document a second process: onboarding or intake for a new client or customer
• Use the same format and the same rigor as your first two playbooks
• Notice how much faster this one comes together than the first one did — that speed is the payoff of documentation
Learning Module Checklist:
☐ Documented an onboarding or intake process for a new client or customer
☐ Used the same format and rigor as playbooks one and two
☐ Noticed and can describe how much faster this playbook came together
Translate this to your topic:
Swap “client intake” for whatever your version of “welcoming someone new in” looks like — onboarding a new volunteer, starting a new project, admitting a new member. Same playbook format.
Get feedback on this module:
When you’re done, upload or paste your work into your AI tool and ask: “Please review my work. Tell me: (1) what I did well, (2) what I could improve, and (3) one suggestion for next time.” Then ask a follow-up question about anything that didn’t click.