The Marketing Agency Onboarding Checklist
A clean onboarding process makes the agency look bigger, faster and more reliable from day one.
The goal is not to add another dashboard. The goal is to reduce the distance between insight and execution.
Collect the commercial context
Document goals, offers, customer segments, sales cycle and the definition of a qualified lead.
Collect channel access
Create a structured checklist for ad accounts, social profiles, analytics, websites, email and other systems.
Build the client workspace
Create the client record, team roles, reporting cadence, approvals and financial expectations.
Create the first 30-day plan
Turn the collected context into priorities, experiments, content and reporting milestones.
