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Agency · 6 templates · PDF, Word + Excel

Agency Client Onboarding Kit

Onboard every new client the same professional way.

The welcome email, onboarding questionnaire, kick-off call agenda, access checklist and first-30-days plan, with a tracker so nothing gets missed between "they've paid" and "the work is live".

Preview of Agency Client Onboarding Kit

£19

6 templates · PDF, Word + Excel · instant download

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What's inside

  • Welcome email template
  • 30-question onboarding questionnaire
  • Kick-off call agenda
  • Access checklist: Meta, Google, website, CRM and tracking
  • First 30 days plan
  • Onboarding tracker spreadsheet

Files you get

  • Onboarding kit (PDF)
  • Editable copy (Word)
  • Onboarding tracker (Excel)

Who it's for

  • Marketing, web and social media agencies
  • Freelancers taking on their first retainer clients

Better value

Get it in the Complete Agency Starter Kit for £79

Includes this plus 6 more, with resources you can't buy on their own.

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Agency · 7 resources · PDF, Word + Excel

Complete Agency Starter Kit

The documents and systems to win, onboard and keep agency clients.

£79

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