The Client Onboarding Intake

Build a client onboarding intake

build a client onboarding intakesmb / agenciestool-agnosticagencyonboardingclientsprocessintakebeginner
Entry PT-0252 · full text · stolen 0 timesReceived

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.

Inputs needed

  • Needed assets, common gaps, week-one stalls

What good output looks like

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

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The stream (0)

Reading the room…

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