Free flowchart template · Digital agency
A client onboarding flowchart shows how a digital agency takes a new client from signed proposal to a project under way, and who does each step. It covers the welcome pack, the deposit invoice, getting logins and brand assets from the client, chasing anything missing, the kickoff meeting, setting up the project and the client approving the timeline.
Updated November 2026 · Opens in Wikidoc as a process map · Free to use, don’t resell
The template opens as a process map, laid out with its lanes, steps and decisions, ready to edit.
Rename the lanes to your team’s roles, change the questions to match your rules, and add or remove steps.
Attach your SOPs and checklists to the steps, so whoever does the work can open the instructions from the map.
This works on the Free plan: up to 10 process maps from templates, free forever.
For digital agency:How Wikidoc works for digital and marketing agenciesProfessional servicesGrowing teams
Contract and adminAccess and assetsDiscovery
Get the contract or statement of work signed, with scope, fees and notice period
Set up billing, the first invoice and the client’s accounts contact
Create the client in your project, time and reporting tools
Onboarding checklist
Contract, access, discovery and kickoff for each new client.
PDF · Word · CSV
Before the meeting
Check the scope of work and budget are signed
Brief the internal team on the scope, budget and deadlines
Set up the project in your project tool and time tracking
Checklist
Scope, team, access and the kickoff meeting before work starts.
PDF · Word · CSV
Procedure
1Ask for user access, not passwords
2Store shared logins in the manager
3Turn on multi-factor login
SOP
Request, store and remove client logins the safe way.
PDF · Word
Before day 1Week 1Clients
Set up their laptop, email and accounts for the project, time, chat and design or ad tools the role uses
Add them to the client accounts they’ll work on, with their own login
Name a buddy and the manager who will sign them off
Onboarding checklist
Tools, clients, QA and shadowing for new agency hires.
PDF · Word · CSV
Procedure
1Log the request
2Check it against the scope
3Estimate it
SOP
Log, quote and approve work outside the agreed scope.
PDF · Word
Content
Check it answers the brief and the target search
Edit and proofread it
Check facts and figures and link to the sources
Checklist
Edit, approve, optimise and check every post before it goes live.
PDF · Word · CSV
A diagram of the steps from a signed proposal to the start of work, with a lane for the agency's people and one for the client, so everyone can see who's waiting on whom.
Most onboarding delays are waiting on the client, for a deposit, logins or brand assets. Their own lane makes those hand-overs visible.
Through a password manager or each platform's own user invites, never by email or chat. The access and password procedure covers this.
Yes. You can open and change it in Wikidoc at no cost, and it counts as one of the 10 template process maps on the Free plan.
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