Free kit · Client onboarding
Every new client live in 48 hours.
The hour-by-hour workflow is below, free. The kit adds a kickoff questionnaire, an access checklist for ten platforms, three welcome emails, a 30-day review agenda and a tracker.
- hours
- 48
- stages
- 5
- steps
- 20
Agency Client Onboarding Kit
Get every new client live, branded and seeing leads in 48 hours.
- The 48-hour playbook PDF
- Questionnaire, welcome emails and review agenda DOCX
- Onboarding tracker with due times XLSX
Every window ends with something the client can see. Tool-agnostic: it works whichever CRM you run.
The first 48 hours set the tone for the entire relationship. A client who is live, branded, and seeing their first scored leads within two days trusts you in a way no pitch can buy. This is the hour-by-hour sequence. Clone it for every new account so onboarding is a system, not a scramble.
The 48 hours, to scale
Kickoff & access.
- 1.1Send the signed client a welcome message and a single-link kickoff form
- 1.2Collect logins, brand assets, and access to their ad accounts and inbox
- 1.3Spin up a dedicated client workspace so their data stays fully separated
- 1.4Confirm the primary point of contact and how they want to be updated
Branding & portal setup.
- 2.1Apply the client's logo, colors, and domain to their white-label portal
- 2.2Invite the client and their team to the portal with the right permissions
- 2.3Import existing contacts and leads, then verify the counts match what they sent
- 2.4Map their old pipeline stages into the workspace so history makes sense
Automations & routing.
- 3.1Clone your standard lead-capture and follow-up sequences into their workspace
- 3.2Connect their lead sources (forms, ads, and inbox) to the new pipeline
- 3.3Set lead routing and ownership rules so new leads get worked immediately
- 3.4Turn on AI lead scoring so the team works the best opportunities first
Dry run & QA.
- 4.1Push a test lead through the full pipeline and confirm every automation fires
- 4.2Check that the client portal shows the right data and nothing it shouldn't
- 4.3Review the first batch of real leads with the client live on a call
- 4.4Fix anything that surfaces in QA before you call onboarding done
Go-live & first win.
- 5.1Flip the workspace live and announce the client is fully onboarded
- 5.2Send the client their first reportable result: leads captured and scored
- 5.3Schedule the recurring reporting cadence and the 30-day review
- 5.4Hand off to the account team with a documented, repeatable playbook
Agency Client Onboarding Kit
Get every new client live, branded and seeing leads in 48 hours.
- The 48-hour playbook PDF
- Questionnaire, welcome emails and review agenda DOCX
- Onboarding tracker with due times XLSX
Onboard clients in 48 hours, every time.
AutomateNexus CRM gives every client a separated workspace, a white-label portal, and cloneable automations, so this whole workflow becomes one repeatable template.