Client Onboarding Checklist for Agencies and Businesses

68% of clients who churn say poor onboarding was the reason. Here's a checklist that prevents that.

Before Day 1

✅ Send welcome email with next steps and expectations

✅ Create their subaccount in your CRM

✅ Prepare intake questionnaire (business goals, target audience, branding)

✅ Schedule kickoff call within 48 hours of signing

Week 1: Foundation

✅ Kickoff call — align on goals, timelines, and communication preferences

✅ Collect all access credentials (social accounts, domains, analytics)

✅ Import contacts and existing data into CRM

✅ Deliver first quick win — a small, visible result builds confidence

Week 2-4: Execution

✅ Launch first campaign or workflow

✅ Set up automated reporting dashboard

✅ Weekly check-in calls (switch to biweekly after month 1)

✅ Document everything in a shared playbook

Month 2+: Optimization

✅ Review first month metrics together

✅ Identify upsell opportunities based on results

✅ Ask for testimonial/review at the 60-day mark