An agency checklist for requesting client account access
A client access request should identify the platform, the work requiring access, the person receiving it and the permission needed.
Client workflows
Practical guides to client workflows for owner-led marketing agencies.
Guides in this topic
12 guides
A client approval workflow that keeps agency revisions traceable
A client approval workflow needs one current deliverable version, a defined reviewer, a clear decision and an owner for the next action.
Client onboarding questionnaire for marketing agencies: a practical template
Adapt fifteen client onboarding questions about goals, scope, contacts, assets and dependencies, with a separate process for account access.
A client offboarding checklist for marketing agencies
Client offboarding should reconcile the agreed work, final deliverables, outstanding decisions, account ownership and access removal.
Client onboarding automation for marketing agencies: from signed proposal to kickoff
Plan an agency onboarding workflow with clear start conditions, intake, access, project ownership, readiness checks, and a visible path for exceptions.
Client onboarding checklist for marketing agencies: an editable template
Use a practical agency onboarding checklist for agreement, intake, access, project setup and kickoff readiness. Includes an editable CSV template.
A client status reporting workflow for marketing agencies
An agency status report should tell the client what changed, what is blocked, which decision is needed and what happens next.
A lead capture and follow-up workflow for marketing agencies
An agency lead workflow needs a reliable capture record, one response owner, a qualification decision and a visible next action.
Approve the project brief before an agency team starts work
A project brief should turn the agreement and client inputs into a clear delivery instruction.
Proposal follow-up for agencies: decisions, reminders and stop conditions
A proposal follow-up workflow should track the version sent, the prospect's decision date, the next responsible person and the conditions that stop reminders.
Accept the sales-to-delivery handoff before agency kickoff
Define who accepts the agreed scope, resolves commercial ambiguity and authorizes the transfer to delivery.
Handle agency scope changes without losing the original agreement
A scope change workflow should capture the request, compare it with the current agreement and identify its delivery, timing and commercial effects.
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