Client Onboarding Automation for Agencies
Standardize agency onboarding across access, data, kickoff, setup and handoff.
Map the onboarding outcome
The goal is a client account that is ready for delivery, not simply a completed checklist.
Separate collection from action
Gather required access and business information first, then trigger setup tasks only when prerequisites are complete.
Use templates carefully
Reusable tasks, forms and account templates reduce repeated work, but exceptions should be documented rather than hidden.
Create a handoff point
Define when onboarding ends, who owns ongoing delivery and which outstanding items remain visible.