Template
Agency client onboarding checklist
A practical checklist for moving a signed client from contract to first deliverable without losing access details, approval rules, or scope commitments.
Review contract, scope, package, exclusions, and first delivery period.
Confirm primary approver, backup approver, review window, and late-feedback rule.
Collect brand assets, examples, audience notes, and service-specific context.
Request account access, file access, analytics access, and required stakeholders.
Create the client workspace, folder structure, service plan, and first delivery cycle.
Copy this onboarding checklist
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
Agency Client Onboarding Checklist
- 01Review contract, scope, package, exclusions, and first delivery period.
- 02Confirm primary approver, backup approver, review window, and late-feedback rule.
- 03Collect brand assets, examples, audience notes, and service-specific context.
- 04Request account access, file access, analytics access, and required stakeholders.
- 05Create the client workspace, folder structure, service plan, and first delivery cycle.
- 06Add first deliverables with owner, due date, approval state, and proof field.
- 07Send a kickoff summary with what is received, missing, due next, and where approvals happen.
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
Why this checklist works
The strongest onboarding templates ranking today do not stop at a welcome email. They connect contract review, access collection, first deliverable setup, and client-facing visibility.
- It names the first deliverable date early.
- It captures approval rules before reviews start.
- It turns onboarding answers into delivery records.
Use it inside a portal
A checklist becomes more useful when the client can see what is complete, what is missing, and what happens next. Blae connects this template to intake, deliverables, approvals, and proof.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
FAQs
What should an agency onboarding checklist include?
It should include scope confirmation, approval contacts, brand assets, access, service context, first-cycle deliverables, kickoff summary, and proof expectations.
When is agency onboarding complete?
Onboarding is complete when the delivery team has the information, assets, access, and approval rules needed to ship the first cycle of work.