New Client Onboarding Checklist for Marketing Agencies

A repeatable onboarding sequence for a new client account, built around a CRM + automation stack:

1. Create the client's CRM sub-account and pipeline stages 2. Connect ad accounts (Facebook Ads, Google Ads) via native integration 3. Set up the automation scenario for lead routing and Slack notifications 4. Configure the branded client reporting dashboard 5. Send the client a welcome sequence with login details and a 15-minute walkthrough booking link

Most agencies can compress this from a half-day manual process to under an hour once the automation scenario is built once and cloned per client.