Not surprisingly, a business is doomed to fail if they alienate their clients. Without a proper onboarding process this is exactly what will happen; you'll either have a lot of unhappy customers, or they won't even know what your team is doing.

Hence why we here at Process Street cooked up this checklist for client onboarding for a marketing agency!

With this handy process, you'll never again need worry about losing clients because of a lack of onboarding - everything you need to both get them going and keep them coming back is within this checklist.

<== Click on "Collect Client Info" to get started. 

Collect Client Info


Select client package options

Next, select the required client package options. Choose the requested services from the sub-checklist below.

  • 1
    Logo design
  • 2
  • 3
    Website design
  • 4
    Custom integrations
  • 5
    Content creation
  • 6
    Social media marketing
  • 7
    Search engine optimization

Send a welcome cover letter

Next, send a welcome email and a cover letter. Store a copy of your cover letter using the form field below.

If you do not already have a cover letter set out, see below for a sample you can work from.

For a full breakdown of this cover letter, please see this article on

Send a welcome package

Send the client a welcome package (digital) or prepare a welcome package for the initial kickoff meeting (hard copy).

There is no "one-size fits all" for your welcome kit, as every business has different objectives and budgets. However, there are some common features to new client welcome kits, so use this checklist as a jumping off point.

  • 1
    A letter of introduction, written on your company letterhead
  • 2
    A welcome CD, DVD or a link to a welcome video
  • 3
    Several business cards - One for your client, a few for their staff and/or to pass out to others
  • 4
    A brochure, flyer or leave-behind piece
  • 5
    Basic business forms including your contract, confidentiality agreement, non-disclosure
  • 6
    1-3 of your most popular articles
  • 7
    Copies of articles that have been written about your business
  • 8
    Testimonials, case studies
  • 9
    Press releases
  • 10
    Promotional items with your logo such as pens, sticky notes, calendars, magnets
  • 11
    A client questionnaire or "quick start" form if you'd like to gain additional information about your client prior to starting.

Introduction letter tips

Start by expressing appreciation for their business. Congratulate them on taking steps toward what they need. Provide a brief overview of your business and services and an outline of what is included in their welcome kit. This helps solidify to them that they made the right choice by hiring you. If they had any buyer’s remorse after signing up with you, this will help calm that emotion.

From there, consider highlighting anything in the kit you’d like them to pay special attention to. For example, you may want them to understand your office hours, holiday closures, how to handle appointment rescheduling, common turn-around times, who to contact on your team for certain things, best times to reach you, VIP/client-only ways to contact you and so forth.

If you have a referral program, consider including information about it, as clients will likely want to refer others to you. If there is an incentive for them to do so, all the better.

Outline initial meeting agenda

Now you should outline the agenda of the initial meeting, utilizing the form fields below.

Send new client questionnaire

You should construct a survey and send it out to your clients. You can do this via email or using a tool like Wufoo or Survey Monkey. Be sure to record a link to the questionnaire in the form field below.

The questions you ask will depend on your company but below is an example for a marketing agency.

Example Questionnaire for a Marketing Agency:

  • What tools and platforms are you currently using in your marketing efforts?
  • What are your goals? Is this leads, customers, or revenue?
  • What is the lifetime value (LTV) of each customer? What is your LTV goal?
  • Do you have customer personas? Who is your ideal client?
  • How much does it cost you to acquire a customer?
  • What ROI have you seen on your current marketing efforts? What are you currently investing in?
  • What percentage of your customers is generated through online methods?
  • What are the steps in your sales process? What are the common hesitations clients have?
  • How do you currently find leads? Do you know what your cost per lead is? Do you know what your lead-to-conversion rate is?

Give directions to office and a map with parking information

Send them the full address with a link to Google Maps and any additional information they may need such as parking or public transport access.

Send contract for Signing via Hellosign

Check off this item to trigger the contract in HelloSign.

Make sure you have checked the contacts info carefully before sending.

Initial Kickoff Meeting:

Alert receptionist to expected guest(s)

Although ideally this should happen automatically with your calendar tool, you should alert the receptionist that a new client is coming in for their kickoff meeting (and that they should be extra nice).

Clean reception area and meeting room

Next up, you must clean the reception area and meeting room, ensuring that it is a client-friendly environment. This is a no-brainer and should be general business practice.

Schedule online account access training session

If your client has access to a portal or project tracking system, ensure they have proper access and are trained on how to log in and look at the appropriate activity.

You can either go over this in the kickoff meeting or schedule an additional training session online. Try using a webinar as an alternative to email communication to get this done remotely

Ask for referrals

Ask if they know anyone else you should talk to who is facing similar issues or runs a similar type of business.  Record any referred leads in the form field below.

The kickoff meeting is a great place to get some new business leads, and probably the second best place to the final successful project delivery meeting. Ideally, you should do both. 

Immediately Post-Meeting:

Finalize agenda with input from client

Add notes to the agenda with the client's feedback and input. If recorded in the form field below, any notes can also then be pushed directly into your CRM - otherwise, copy them over manually.

Email to the client if appropriate.

Send handwritten thank-you note(s)

This is a great touch that many companies have found success with; you need to send a handwritten thank-you note to each client. Once again, scan and record a copy of the note with the form field below.

If you don't believe us when we say how useful this step is, check out the posts below to change your mind.

Write up meeting notes for your team

Now you need to write up internal notes and to-dos for the rest of the team. Save a copy of the final meeting notes with the form field below, to ensure easy access and full records.

Include the agenda but put specific action points for team members to start working on. Also, add this to the CRM as things tend to get lost in email (again, this can be set up to happen automatically with the form field).

Add meeting notes & contract to CRM

Don't forget to add everything to your CRM! Whilst this can be done manually, if you have utilized the form fields in the previous steps, this may have automatically occurred already.

Nonetheless, even if you have automated the process, you must check that the forms are there.

One Week Later:

First touch base call

Perform a “How’s it going?” call to touch base, and report on the progress of account consolidations. Record the date of this call below.

Follow-up email to client regarding information requested at initial meeting

If you have not received the requested information from the client after 1 week, make sure to send a follow-up email chasing them down for the information. Utilize the email widget below whilst customizing it to your needs to do this easily.

Four Weeks Later:

Send a follow-up onboarding survey

Send a follow-up survey to see how your client's first month has gone. Record both the original follow-up survey and a link to the client's completed response with the form fields below.

You can use the same tools but make sure you ask questions related to how their first month was and how you could improve your service to them.

Review account statements

Go over the client's account and make sure that their project is on schedule and that all money has been collected. Record both with the dropdown form fields below.

Send first month project update and status

Ask the client via email if it's convenient to send over the project status update. Once you get client approval (recorded below), send over a link to the details (also recorded below).

For added security, use a Dropbox link that you can delete afterwards. 


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