The complete new client onboarding checklist
A smooth onboarding process sets the tone for the entire client relationship. Intakly automates the data collection part of onboarding, ensuring you have everything you need to start work immediately.
What is Client Onboarding?
Client onboarding is the process of welcoming a new client and integrating them into your agency's workflow. It involves contract signing, access collection, setting expectations, and kicking off the project.
Pain points
- Chasing clients for passwords and assets
- Projects stalling before they even start
- Clients feeling neglected after signing the contract
How Intakly helps
- Automate asset and data collection
- Create a professional first impression
- Standardize the kickoff experience
Who this is for
- Client Success Managers
- Agency Ops
- Virtual Assistants
FAQ
- What should be in my onboarding checklist? Contracts, invoices, access credentials, brand assets, and a clear project timeline.
- How long should onboarding take? Ideally, the administrative part should take less than 24 hours. Intakly speeds this up significantly.
- Can I automate this? Yes. Intakly can handle the information gathering, while your CRM handles the emails and contracts.