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Agency Client Onboarding Checklist
Use this agency client onboarding checklist to collect access, confirm scope, set approvals, create first deliverables, and reduce first-month confusion.
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Templates for agencies with recurring client deliverables.
Copyable checklists and workflows for onboarding, intake, approvals, monthly retainers, proof of work, and client visibility.
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Client Intake Questionnaire for Agencies
Copy this agency intake questionnaire to collect goals, assets, access, stakeholders, preferences, reporting needs, and approval rules.
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Monthly Client Deliverables Tracker
Track every monthly client deliverable by package, owner, due date, approval status, final version, and proof of work.
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Social Media Agency Onboarding Questionnaire
Collect brand assets, channels, access, voice, goals, competitors, content rules, approval contacts, and proof expectations before posting starts.
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Client Approval Workflow Template
Use this workflow to move deliverables from draft to review, changes requested, approved, locked, delivered, and proofed.
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Proof of Work Checklist for Agencies
Use this proof of work checklist to confirm what shipped, where it went live, who approved it, and what evidence was attached.
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Productized Agency Package Template
Define fixed monthly services, deliverables, approval rules, timelines, reporting expectations, and proof for repeatable agency work.
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SEO Agency Onboarding Questionnaire
Collect access, goals, competitors, technical context, content history, reporting needs, and approval rules for SEO retainers.
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Video Agency Onboarding Questionnaire
Gather brand assets, footage needs, stakeholders, review rounds, publishing specs, approval contacts, and proof expectations before production.
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Creative Brief Template for Agencies
Use this agency creative brief for goals, audience, assets, deliverables, deadlines, review rules, and success criteria.
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Monthly Retainer Deliverables Template
Plan fixed monthly client work by package, due date, owner, approval status, final asset, and delivery proof.
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Client Status Update Template for Agencies
Share what is drafted, waiting on approval, approved, delivered, blocked, and due next without adding another status meeting.
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Client Handoff Checklist for Agencies
Use this handoff checklist when sales closes a client and delivery needs scope, assets, access, owners, timelines, and approval rules.
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