Client Onboarding
This template streamlines the client onboarding process for marketing agencies, ensuring a smooth transition from signed contract to project kickoff with all necessary assets and strategic alignment.
This reusable ProcessKit template contains 7 steps and 34 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Agreement & Internal Initiation
- Overview
- Signed Contract Confirmed
- Internal Client ID Generated
- Service Package Agreed Upon
- Account Manager Assigned
Welcome & Discovery Logistics
- Overview
- Welcome Email Sent
- Discovery Call Scheduled Date
- Client Primary Contact Email
- Client Onboarding Questionnaire Sent
Asset & Access Collection
- Overview
- Brand Guidelines & Logo Files Uploaded
- Existing Website & Social Media URLs
- Platform Access Credentials Provided
- Completed Client Questionnaire Received
Strategic Alignment Workshop
- Overview
- Workshop Conducted Date
- Primary Marketing Objective Defined
- Target Audience Profile Notes
- Key Performance Indicators (KPIs) Documented
Internal Strategy & Team Briefing
- Overview
- Internal Strategy Brief Drafted
- Core Project Team Members Briefed
- Project Kickoff Meeting Agenda Drafted
- Estimated Project Start Date
Kickoff Meeting & Project Launch
- Overview
- Kickoff Meeting Invitation Sent
- Kickoff Meeting Date & Time
- Kickoff Meeting Conducted
- Client Sign-off on Initial Strategic Plan
Post-Kickoff Follow-up & Handover
- Overview
- Kickoff Summary & Action Items Sent
- Project Transitioned to Execution Phase
- First Deliverable Due Date Confirmed