A complete onboarding checklist for agencies — from signed contract to kickoff-ready in a structured portal.
An effective agency onboarding checklist covers four phases: contract execution, intake and briefing, asset and access collection, and kickoff readiness confirmation. Each phase has required steps that must be complete before the project advances.
A checklist tells you what needs to be done. It does not enforce that it gets done. An account manager can send the checklist to a client and still have assets missing three weeks later because the client never opened it or assumed it was advisory.
ClientEnforce turns your agency onboarding checklist into an enforced workflow. Required steps block advancement. Automated reminders go out when items are overdue. Your dashboard shows exactly where every client stands in the checklist — in real time.
A complete agency onboarding checklist should cover: signed contract or SOW, client brief collection, brand asset uploads, access credential submission, stakeholder contact details, and kickoff confirmation. Mark every item as required before kickoff.
ClientEnforce turns your checklist into required portal steps. Clients cannot mark the onboarding as complete until every item is submitted. Automated reminders go out when anything is overdue.
Yes. Build a separate onboarding template for each service line — retainer, project, campaign — each with the checklist items appropriate to that engagement type.
Yes. Onboarding templates can be customised per client before the portal is sent. Add, remove, or modify steps based on the specific engagement requirements.
Your team receives a notification when onboarding is complete. The completed record — all submitted assets, signed documents, and timestamps — is stored and accessible for future reference.
Build your first template in under 20 minutes. No credit card required.
