AGENCY WORKFLOW / TOPIC
Client onboarding
Build a clearer start for every client relationship, from the first handoff to project kickoff.
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Client Intake Form for a Digital Agency
Collect essential information for a first agency conversation without requesting sensitive access details.
Client Onboarding Checklist for Small Agencies
A practical process for starting a client project with clear ownership, agreed access and a path to the first deliverable.
Client onboarding checklist template
A reusable Excel checklist with owners, deadlines and an illustrative example.
Client intake form template
An editable starting point for new agency enquiries.