The Client Onboarding Intake

Exhibit PT-0252Drawer: MarketingFiled Sep 9, 2026beginner

Build a client onboarding intake

build a client onboarding intakesmb / agenciestool-agnosticagencyonboardingclientsprocessintakebeginner
Entry PT-0252 · full textReceived

We keep re-asking new clients for the same things: [WHAT WE NEED FROM EVERY CLIENT - ACCESS, LOGOS, BRAND GUIDES, GOALS, PAST WORK, WHAT WE FORGET AND CHASE LATER, WHERE PROJECTS USUALLY STALL IN WEEK ONE]. Build the intake: the single kickoff form that gets everything once, the access checklist with exact permission levels (not 'add us to everything'), the stakeholder map (who approves, who pays, who panics), the week-one schedule so nothing stalls, and the 'what to expect' page that cuts the anxious check-in emails in half.

LinkedInX

Inputs needed

  • #Needed assets, common gaps, week-one stalls
The receipts

What good output looks like

Single intake form; exact access levels; stakeholder map; week-one schedule

Test PT-0252 in SynthAnswers →Prompt systems: explore the opt-in prototype →Got a better version? Submit your variation →

The stream

Reading the room…

Same drawer