Date: 2026-09-09 Source: Blake Stewart (U08CWJDSTNV), #megaphone thread Context: Michael is building the client onboarding flow into the new client portal. He asked Blake and Blake Emal what info to collect pre-kickoff (vs. what gets gathered on the kickoff call itself).
What Blake Stewart said to collect pre-kickoff
- Their availability for a weekly calls
- Links of previous work / articles they have written
- Target audience description
- Target accounts to engage with / accounts NOT to engage with
- Competitor list
- Target accounts they want to be like (aspirational comps)
Scope of the onboarding flow Michael is building
Michael confirmed the onboarding flow will handle:
- Billing
- Doc signing
- Kickoff call scheduling
- Collecting account login info (possibly OAuth)
- Pre-kickoff intake (the fields above)
In a future state: Stripe payments and doc signing will also be built in, but explicitly deferred for now as too much to ship quickly.
JOLT parallel
Michael asked the same question in jolt for Josh Kaplan’s onboarding
(U0B33DJ83FG / Tatem). Tatem had not yet provided her list as of this
capture. See inbox/2026-09-04-josh-kaplan-jolt-intro-call-sept8.md for the
Josh Kaplan context.
Action
These fields should be wired into the portal intake form for Megaphone clients. Confirm whether Blake Emal (U076187FXRQ) has additional fields to add - he was tagged in the original message but no reply captured yet.