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Agency operations guide

The agency client onboarding checklist

Use this checklist to give every new client the same clear start without relying on an account manager to remember the sequence.

01

Before the kickoff

Create the account structure before asking the client to attend another call.

  • Confirm scope, commercial terms and primary contacts
  • Send one intake link for business context and access
  • Assign an internal owner and target launch date
02

During kickoff

Use the call to resolve decisions, not collect information that a form could have captured.

  • Confirm goals, measures and reporting cadence
  • Agree approval owners and response expectations
  • Record risks, dependencies and first actions
03

After kickoff

Turn every agreement into visible work while the context is fresh.

  • Publish the delivery plan
  • Give the client one destination for tasks and updates
  • Schedule the first reporting and review dates
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