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:

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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.


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

Marketing teams love Pipefy

When I first got into marketing I had a hard time managing all my regular tasks and campaigns. Directions would get lost or over complicated when I passed my work over to design or front. I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed. With Pipefy, I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.

Arianna Ramos Inbound / Content Marketing Analyst at EBANX

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