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.
Open templateAgency templates
Reusable workflows
for recurring agency delivery.
Start with clean operating templates for onboarding, intake, approvals, retainers, status updates, and proof of work.
Template library
The same delivery moments, already structured.
Use these as starting points, then turn them into client intake, deliverables, approvals, and proof inside Blae.
Onboard
Collect the details, files, access, and approval rules before delivery starts.
Deliver
Turn package promises into repeatable work your team can actually run.
Prove
Keep approvals, versions, and final proof attached to the work.
Start here
Build the operating rhythm first.
These are the templates most agencies need before recurring client work starts feeling calm.
Client Intake Questionnaire for Agencies
Copy this agency intake questionnaire to collect goals, assets, access, stakeholders, preferences, reporting needs, and approval rules.
Open templateMonthly Client Deliverables Tracker
Track every monthly client deliverable by package, owner, due date, approval status, final version, and proof of work.
Open templateAll templates
A cleaner starting point for work that repeats.
Social Media Agency Onboarding Questionnaire
Collect brand assets, channels, access, voice, goals, competitors, content rules, approval contacts, and proof expectations before posting starts.
Client Approval Workflow Template
Use this workflow to move deliverables from draft to review, changes requested, approved, locked, delivered, and proofed.
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.
Productized Agency Package Template
Define fixed monthly services, deliverables, approval rules, timelines, reporting expectations, and proof for repeatable agency work.
SEO Agency Onboarding Questionnaire
Collect access, goals, competitors, technical context, content history, reporting needs, and approval rules for SEO retainers.
Video Agency Onboarding Questionnaire
Gather brand assets, footage needs, stakeholders, review rounds, publishing specs, approval contacts, and proof expectations before production.
Creative Brief Template for Agencies
Use this agency creative brief for goals, audience, assets, deliverables, deadlines, review rules, and success criteria.
Monthly Retainer Deliverables Template
Plan fixed monthly client work by package, due date, owner, approval status, final asset, and delivery proof.
Client Status Update Template for Agencies
Share what is drafted, waiting on approval, approved, delivered, blocked, and due next without adding another status meeting.
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.