New Client Onboarding (Agency)
End-to-end onboarding for a marketing agency taking on a new client: contract and scope intake, access and credential collection with an LGPD data-processing term, discovery briefing, internal scope sign-off, client kickoff, and operational handoff to production. Built for operations teams, structured execution with approval gates and an audit trail.
For: Account Manager, Strategist, Head of Account, and Operations teams running new client onboarding (agency)
What this template includes
Process steps
- 1Contract intake and client record
- 2Access and credential collection
- 3Discovery briefing
- 4Checkpoint, Internal scope and resource sign-off
- 5Client kickoff
- 6Operational setup and handoff to production
Why teams use this template
End-to-end onboarding for a marketing agency taking on a new client: contract and scope intake, access and credential collection with an LGPD data-processing term, discovery briefing, internal scope sign-off, client kickoff, and operational handoff to production. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. New Client Onboarding (Agency) gives you a 6-step process with 2 checkpoints and a built-in SLA so nothing slips between handoffs.
Built for teams led by Account Manager, Strategist, Head of Account, and Operations: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Checkpoint, Internal scope and resource sign-off" and "Operational setup and handoff to production") cannot be skipped, they're where the run produces evidence the next stage depends on. Overdue runs escalate automatically, and you start with structure instead of building it from scratch every time.
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