Agency client onboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
Client onboarding
From the signed proposal to the first piece of work
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Contract and admin | ||||
| Get the contract or statement of work signed, with scope, fees and notice period | Before kickoff | |||
| Set up billing, the first invoice and the client’s accounts contact | Before kickoff | |||
| Create the client in your project, time and reporting tools | Before kickoff | |||
| Access and assets | ||||
| Ask the client to add the agency to their ad, analytics, website and social accounts with user accessAsk for access through each platform’s user or partner settings, never a shared password. | Before kickoff | |||
| Collect brand guidelines, logos, fonts, images and past campaign results | Before kickoff | |||
| Record what access was granted and who at the client approved it | Before kickoff | |||
| Discovery | ||||
| Hold a discovery call on the business, customers, competitors and what has and hasn’t worked | Week 1 | |||
| Audit the current accounts, site or campaigns, and note quick wins and risks | Week 1 | |||
| Goals and reporting | ||||
| Agree goals and KPIs, and how and when they’ll be measured | Week 1 | |||
| Agree the reporting format, schedule and who receives it | Week 1 | |||
| Agree who approves work at the client, and how fast they’ll reply | Week 1 | |||
| Kickoff | ||||
| Introduce the client to their team, and the main contact on each side | Week 2 | |||
| Share the first 90-day plan and the first deliverables with dates | Week 2 | |||
| Write the client’s preferences and approvals into their account playbook | Week 2 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
