Mkt Agencies Client Onboarding


Mkt Agencies Client Onboarding Template was created to help your team welcome new clients on board. With our tool, you will be able to organize the attention that your new client deserves in their first month as a customer. Making sure they will be more loyal and satisfied with your company.

Use template now

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start Form

  1. Company name
  2. Client name
  3. Client email
  4. Sign up date
  5. Understand the client needs and expectations


  • 1. Client package
    • Logo design
    • Branding
    • Website design
    • Custom integrations
    • Content creation
    • Social media marketing
    • Search engine optimization
  • 2. Attach the digital welcome package.
  • 3. Kick-off meeting date
  • 4. Kick-off meeting agenda
  • 5. Link to questionnaire
  • 6. Checklist
    • Welcome-aboard-mail template sent
    • Real welcome package for kickoff meeting prepared

Kickoff Meeting

  1. Before the meeting
    • Schedule online account access training session.
  2. Define person responsible for this client
  3. During the meeting
  4. Competitor referrals
  5. Competitor referrals attachment
  6. During the meeting checklist
    • Introduce agency’s way of working
    • Introduce agency deadlines.
    • Introduce agency institucional presentation.
    • Define customer’s briefing.
  7. Expected results
    • Increase sales
    • Increase website traffic
    • Better web content
    • Lead conversion
    • Social media effectiveness
    • Email openings
    • Increase billing
    • Improve branding strategies
    • Others
  8. Meeting conclusions


  1. Agenda
  2. Meeting notes

One week later

  1. First touch base
  2. How was the call?
  3. If the information requested in the kick-off meeting was not received, send the client a follow-up email.

Four weeks later

  1. Follow-Up survey
  2. Account statements review
    • Project status on time
    • Payment status on time
  3. Send first month project update and status.
    • Client approval
    • Project update link
  4. Is the customer satisfied with the results this far?
    • Yes
    • No
  5. Feedback details

Finished Campaigns

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template
Request a demo