Agency · Onboarding

Agency Client Onboarding Checklist

Streamline new client setup for agencies.

No credit card required · Free to download

4.8/5 on

· Trusted by 1,600+ agencies

SOP Template

Pre-Onboarding

Tasks to complete before the client engagement begins.

This template also covers:

Contract & Legal
Team Setup
Access & Tools
Project Kickoff
Follow-up

What is a Agency Client Onboarding Checklist?

An agency client onboarding checklist streamlines the process of setting up new agency clients.

An agency client onboarding checklist is a standardized process for setting up new agency clients: contracts, access, team setup, and project kickoff.

Used when starting new agency work
Typically 2-3 pages
Ensures consistent onboarding
Covers team and access setup
Sets up project management

What's Inside This Template

6 structured sections, ready to fill in for your project.

Pre-Onboarding

Tasks to complete before the client engagement begins.

Contract & Legal

Contract signing, SOW, and legal documentation.

Team Setup

Assign team members, roles, and responsibilities.

Access & Tools

Account access, project management tools, and communication channels.

Project Kickoff

Initial meeting, scope review, and project plan.

Follow-up

Post-onboarding check-ins and feedback collection.

Without a Template vs. With This One

Aspect	Without a Scope of Work	With This Template
Process	Ad-hoc client setup	Standardized onboarding process
Team	No team assignment	Clear team roles and responsibilities
Tools	Inconsistent tool setup	Standardized tool and access configuration

Who This Template Is For

Built for the people who actually write and send scope of work documents — here's why it fits each of them.

Creative Agencies

Standardize client setup
Ensure consistency
Save time

Freelance Designers

Scale to agency
Onboard clients smoothly
Start projects right

Project Managers

Manage client setup
Track onboarding progress
Ensure completeness

Startup Founders

Onboard clients efficiently
Set expectations
Build relationships

Marketing Teams

Standardize client setup
Ensure brand consistency
Save time

Product Teams

Onboard clients smoothly
Set clear expectations
Start projects right

How to Use This Template

Customize checklist

Edit the checklist for your agency services.

Assign team members

Identify who will work on the client account.

Set up tools and access

Configure project management and communication tools.

Conduct kickoff meeting

Meet with client to review scope and plan.

Client Onboarding Checklist Generator

Prefer to answer a few questions and let AI draft the whole document instead of filling in a template?

Taskip Workflow Automation

Automate repetitive work with a drag-and-drop workflow builder featuring triggers, conditions, delays, and custom actions.

Explore More Templates

Finance · Billing

Billing SOP Template

Define the standard billing process for your team: invoicing, payments, collections, and reconciliation, all in one document.

Operations · Communications

Communications SOP Template

Define the standard communication process for your team: channels, response times, escalation, and messaging standards.

Operations · Risk

Risk Management SOP Template

Define the standard risk management process for your team: identification, assessment, mitigation, and monitoring.

Freelance · Onboarding

Freelancer Client Onboarding Checklist

Streamline new client setup and communication.

Agency · Billing

Agency Billing Template

Standardize invoicing for agency services.

Consulting · Onboarding

Consultant Onboarding Checklist

Streamline new consultant setup.

Agencies · Finance Ops

Client Invoicing SOP Template

Turn client billing into a repeatable procedure your whole team can follow, so invoices go out on time, overdue balances get chased consistently, and no payment ever slips through the cracks.

Compliance · Internal Audits

Audit Preparation SOP Template

A standardized, repeatable procedure for getting audit-ready: assign roles, build the evidence checklist, set a pre-audit timeline, and close findings with a signed record, whether the audit is internal, client-requested, or a formal compliance review.

Operations · Crisis Management

Business Continuity SOP Template

Turn your business continuity plan into a step-by-step operating procedure: who activates it, how you communicate, and exactly how each critical function gets back online.

SaaS · Design & Branding

SaaS Design & Branding Scope of Work Template

Clearly define the scope of a design or branding project before work starts: objectives, deliverables, timeline, responsibilities, and approval steps, all in one adaptable document.

Marketing · Strategy & Execution

Marketing Strategy & Execution Scope of Work Template

Define the full scope of a marketing engagement before work starts: research, strategy, campaigns, deliverables, timeline, reporting, and budget, all in one document.

Web · Design & Development

Website Design Scope of Work Template

Define the full scope of a website or app project before work starts: design, development, testing, launch, post-launch support, and payment terms, all in one document.

View All Templates

FAQs — Agency Client Onboarding Checklist

What is agency client onboarding?

Agency client onboarding is a standardized process for setting up new clients: contracts, team assignment, tool setup, and project kickoff.

What should agency onboarding include?

At minimum: contract signing, team assignment, tool access, communication setup, project kickoff, and follow-up.

Is this agency onboarding checklist free?

Yes, free to download and customize. Save to Taskip for tracking.

How long should agency onboarding take?

Typically 1-2 weeks depending on the engagement complexity and team coordination.

What if onboarding is delayed?

The checklist helps track progress and identify blockers. Follow up on delays before project work begins.

Agency Client Onboarding Checklist — free to download, no credit card required