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.
Copy this onboarding checklist
- 1Review contract, scope, package, exclusions, and first delivery period.
- 2Confirm primary approver, backup approver, review window, and late-feedback rule.
- 3Collect brand assets, examples, audience notes, and service-specific context.
- 4Request account access, file access, analytics access, and required stakeholders.
- 5Create the client workspace, folder structure, service plan, and first delivery cycle.
- 6Add first deliverables with owner, due date, approval state, and proof field.
- 7Send a kickoff summary with what is received, missing, due next, and where approvals happen.
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.
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.