Workflow
Agency Onboarding Workflow
The hour-by-hour sequence for getting a new agency client fully live in 48 hours — kickoff, access, branding, automations, and the first reportable win.
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.
- Hour 0–2
Kickoff & access
- Send the signed client a welcome message and a single-link kickoff form
- Collect logins, brand assets, and access to their ad accounts and inbox
- Spin up a dedicated client workspace so their data stays fully separated
- Confirm the primary point of contact and how they want to be updated
- Hour 2–8
Branding & portal setup
- Apply the client's logo, colors, and domain to their white-label portal
- Invite the client and their team to the portal with the right permissions
- Import existing contacts and leads, then verify the counts match what they sent
- Map their old pipeline stages into the workspace so history makes sense
- Hour 8–24
Automations & routing
- Clone your standard lead-capture and follow-up sequences into their workspace
- Connect their lead sources — forms, ads, and inbox — to the new pipeline
- Set lead routing and ownership rules so new leads get worked immediately
- Turn on AI lead scoring so the team works the best opportunities first
- Hour 24–40
Dry run & QA
- Push a test lead through the full pipeline and confirm every automation fires
- Check that the client portal shows the right data and nothing it shouldn't
- Review the first batch of real leads with the client live on a call
- Fix anything that surfaces in QA before you call onboarding done
- Hour 40–48
Go-live & first win
- Flip the workspace live and announce the client is fully onboarded
- Send the client their first reportable result — leads captured and scored
- Schedule the recurring reporting cadence and the 30-day review
- Hand off to the account team with a documented, repeatable playbook
Get the guide
The Agency Onboarding Workflow
The 48-hour sequence to get a new client live, trained, and productive. We'll email you the full playbook.
Onboard clients in 48 hours, every time.
AutomateNexus gives every client a separated workspace, a white-label portal, and cloneable automations — so this whole workflow becomes one repeatable template.