Marketing Agency Client Onboarding Free Template
Pipefy’s Client Onboarding template was created to help marketing agencies welcome new clients, so even the smallest details are executed flawlessly. With this template, you can organize all the attention that your new client deserves, so you’ll have a loyal and satisfied long-term customer.
Save time, succeed quickly
Don’t waste time when kicking-off the client onboarding process. With the Client Onboarding template, your marketing team can automate manual work, which gives them more time to focus on customer relationships.
With Pipefy, you’ll have full visibility into the progress of client onboarding, and all stakeholders will know the status of task completion. You can perfect internal and external collaboration through a centralized channel, so your newest marketing client can become your best advocate!
Template preview
Check out how you can manage the Marketing Onboarding process with Pipefy:
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
No/low-code
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Connect Pipefy to your favorite software with ease
Teams across the globe love Pipefy
Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.
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