Free templates · Digital agency
The parts of agency work that repeat on every account: onboarding a new client, the QA before a website launch, reviewing and approving creative, and onboarding new hires. Use them as they are, or as the start of your own playbooks, so delivery doesn’t depend on who is on the account.
4 templates · Free to use, don’t resell · How Wikidoc works for digital and marketing agencies
Onboarding checklist
An agency client onboarding checklist covers everything between a signed proposal and the first piece of work: the contract and billing, secure access to the client’s accounts and brand assets, a discovery call, agreed goals and reporting, and a kickoff with a clear plan.
PDF · Word · CSV
Onboarding checklist
An agency new hire onboarding checklist covers what a new account manager, designer or specialist needs before running work alone: tools and access, how the agency plans, tracks and reports, the clients and services they’ll work on, the QA and approval process, shadowing and supervised work, and a review at 90 days.
PDF · Word · CSV
Digital, marketing, creative, web and social media agencies, and freelancers who work like one. Add the services and tools you use, and remove what doesn’t apply.
Yes. Share them with freelancers and white-label partners so they work to the same standard as your team. Please don’t resell them.
The operations management platform for SMEs that turns the way they work into a documented, repeatable, and teachable system.
