Customer Onboarding
Agency Client Onboarding Checklist(Free Download)
22-step agency onboarding checklist across 5 milestones: kickoff, access & assets, CRM setup, automation, and launch readiness.
Template preview
Onboarding checklist
What's included
Five milestone sections with 22 checklist steps, exportable task lists, and suggested automation hooks for CRM deployment.
milestones5
checklist Items22
Automation rules
- Spawn onboarding tasks when a new agency client deal is marked won
- Remind owners when access & asset milestone stalls past target date
- Notify RevOps when CRM migration completes for QA
- Schedule 30-day review and health snapshot automatically
Dashboards & views
- Onboarding completion % by client
- Milestone SLA vs target dates
- Blockers & missing access report
Template specs
Difficulty
Beginner
Setup timeUnder 30 minutes
IndustryUniversal
Plan required
Free
Updated 2026-03-20
No credit card · Free forever
A complete customer onboarding template for agencies: 22 actionable checklist items grouped into five milestones — Client Kickoff & Alignment; Access & Asset Collection; CRM & Data Setup; Workflow & Automation Setup; and Tracking, Enablement & Launch Readiness. Use it to align stakeholders, collect credentials and brand inputs, migrate CRM data cleanly, configure pipelines and nurture flows, and finish with dashboards, training, and a 30-day review.
The Problem This Solves
Agencies lose new clients in the first 90 days due to disorganized onboarding — missed steps, delayed access, and unclear expectations.
Who It's For
Agency owners, account managers, strategists, and RevOps leads at marketing and sales agencies onboarding new retainer or project clients.
Use Cases
- Standardize client onboarding across your agency team
- Ensure no critical setup steps are missed for new clients
- Track onboarding progress with milestone sections and automated reminders
How to Use This Template
- 1
Open “Use This Template” to work through the interactive checklist (saved in your browser)
- 2
Assign each milestone to account, creative, and technical owners in HelloGrowthCRM
- 3
Export CSV, Excel, or PDF to share with the client or file in your project workspace
- 4
Set alerts for Day 7 (kickoff wrap), Day 14 (setup & data), and Day 30 (formal review)
- 5
Pair with pipelines and email sequences from the template library for handoffs and nurture
Inside the template: sample data
The exact rows that ship with the Agency Client Onboarding Checklist download — replace them with your own records after import.
| Milestone | # | Task |
|---|---|---|
| 1 — Kickoff & Alignment | 1 | Confirm signed agreement and onboarding start date |
| 1 — Kickoff & Alignment | 2 | Assign internal account owner and onboarding manager |
| 1 — Kickoff & Alignment | 3 | Schedule kickoff call |
| 1 — Kickoff & Alignment | 4 | Conduct kickoff meeting and capture goals |
| 1 — Kickoff & Alignment | 5 | Define success metrics and first 30-day outcomes |
| 2 — Access & Assets | 6 | Collect website, CRM, ad account, analytics, and social access |
| 2 — Access & Assets | 7 | Request brand assets, messaging, and positioning documents |
| 2 — Access & Assets | 8 | Collect target audience, ICP, and offer details |
| 2 — Access & Assets | 9 | Confirm existing campaign history and previous performance data |
| 3 — CRM & Data | 10 | Audit current CRM setup |
| 3 — CRM & Data | 11 | Migrate or import contacts, companies, and deals |
| 3 — CRM & Data | 12 | Clean duplicate or incomplete records |
| 3 — CRM & Data | 13 | Map lifecycle stages, pipeline stages, and lead statuses |
| 3 — CRM & Data | 14 | Verify data integrity after migration |
| 4 — Workflows & Automation | 15 | Configure lead capture forms and routing rules |
| 4 — Workflows & Automation | 16 | Set up pipelines and ownership rules |
| 4 — Workflows & Automation | 17 | Set up email workflows, sequences, or nurture automations |
| 4 — Workflows & Automation | 18 | Configure notifications, tasks, and internal alerts |
| 5 — Tracking & Launch | 19 | Set up dashboards, attribution, and reporting views |
| 5 — Tracking & Launch | 20 | Train client team on CRM usage and process flow |
| 5 — Tracking & Launch | 21 | Review launch readiness and approve go-live checklist |
| 5 — Tracking & Launch | 22 | Schedule and complete 30-day review meeting |
Frequently Asked Questions
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