beehiiv Client Publication Handoff (Onboarding)

beehiiv Client Publication Handoff (Onboarding)

1. 01

   Create the client publication under the agency's beehiiv workspace and set the custom sending domain

   Connect the client's domain and email sender before any list import so deliverability records are established on the correct domain from send one.

2. 02

   Import the client's subscriber list and map custom fields

   Reconcile opt-in source and consent date per record; beehiiv's API and integrations handle the import, but the agency owns the consent audit trail.

3. 03

   Configure the welcome sequence and signup forms

   Build the opt-in form, embed it on the client site, and wire a 3-email onboarding automation. This mirrors the Newsletter Starter Launch deliverable and should be finished inside the first week.

4. 04

   Apply branding and confirm plan tier for white-label delivery

   The Pro plan at $95/mo removes beehiiv branding; if the client resells the newsletter under their own masthead, confirm Max at $96/mo before templates are finalized.

5. 05

   Set monetization switches to the client's elected model

   Paid subscriptions with 0% take rate are available from Lite at $49/mo; sponsorship storefront and ad network placement get configured only if the client has approved revenue terms in writing.

6. 06

   Connect Stripe, Google Analytics, and Slack

   Payment processing, analytics tracking, and internal alerting are wired at handoff so the client's finance and marketing contacts see live data without asking the agency for exports.

7. 07

   Record an editorial workflow walkthrough and transfer account ownership

   Document the drag-and-drop editor workflow, publishing cadence, and escalation path, then hand login credentials to the client contact with the recording attached.