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Marketing Agency Client Onboarding

Helps marketing agencies flawlessly welcome new clients through structured onboarding processes.

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Workflow Steps

Step 1 - Internal Handoff & Kick-off Prep

The sales team formally hands off the new client to the account management team with all relevant notes. The account team prepares a kick-off deck and agenda.

Step 2 - Client Kick-off Call

Hold a structured kick-off meeting with the new client to introduce the team, align on goals and KPIs, and define communication protocols.

Step 3 - Access & Asset Collection

Securely collect all necessary access credentials (e.g., website CMS, ad accounts, analytics, social media accounts) and brand assets (logos, style guides).

Step 4 - Initial 90-Day Strategy & Approval

Develop the initial 90-day marketing strategy and plan, and present it to the client for feedback and formal approval before beginning execution.

The Purpose of Marketing Agency Client Onboarding

This workflow provides a standardized process for marketing agencies to onboard new clients. A smooth and professional onboarding is crucial for setting the right expectations, building trust, and gathering all the necessary information to kick off a successful engagement. It ensures that every client has a consistent and positive first impression of the agency, which is key to a long and successful partnership.

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