Client onboarding checklist for marketing agencies
Agency onboarding sets the tone for the whole engagement. Miss an ad-account ID or analytics access and week one is gone. This checklist collects access, assets, goals and approval workflows in one pass — so your team starts executing, not chasing.
Company name, website and main contact
Business goals for the next 6–12 months
Monthly marketing budget range
Current channels and what's worked / failed before
Past reports or analytics access (GA4, ads accounts)
Social media account access or admin invites
Ad account IDs and billing setup
Brand guidelines and asset library
Target audience and buyer personas
Main competitors
CRM or lead-tracking process
Approval workflow: who signs off on creatives and copy
Request platform access (GA4, ads, socials) on day one — it takes clients longest.
Define the approval workflow explicitly; unclear sign-off kills timelines.
Capture what failed before — clients rarely volunteer it.
Send it as one smart link — and stop chasing
Chasely turns this checklist into a client-facing page and follows up automatically until every item is done. Your client needs no account. $9/mo, 14 days free.