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Agency Client Onboarding Checklist: Build Your Process in 90 Minutes

DEV Community·Lisa Sakura·18 days ago
#rjSudylw
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Most client onboarding problems are actually process problems disguised as people problems. The client who ghosts your access request isn't being difficult — you sent them a wall of text and no clear next step. The project that started two weeks late didn't stall because of scope — you never had a proper kickoff brief. A working onboarding system does three things: it collects the right information before work starts, it gets access credentials without drama, and it creates shared context so everyone knows what day one looks like. Nothing more. Here's how to build one in 90 minutes. Phase 1 — The Intake (30 minutes) Before you build anything, write down the 8–12 questions you wish you'd asked every client before starting. Here's the core set that works across most agency types: About the project: What does success look like at the end of month one? What's already been tried and didn't work? Are there any internal stakeholders we'll need approval from?…

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