Tag
Client Onboarding
7 posts tagged client-onboarding.
Posts tagged Client Onboarding
June 11, 2026 · 5 min read · agency operations
Spreadsheet to CRM migration: the agency playbook
The spreadsheet to CRM migration playbook for agencies: sheets as your schema draft, tiered import, the two-week parallel run, and killing the sheets.
June 11, 2026 · 5 min read · agency operations
Marketing asset management software: the agency version
What marketing asset management software means for agencies: the four maturity levels, when a real DAM pays, and why assets belong on the client record.
May 17, 2026 · 12 min read · agency operations
The 30-day tracking migration when an agency takes over a new client
The 30-day tracking migration for inherited clients — run in the order that minimizes downtime, builds trust, and surfaces old mistakes safely.
May 17, 2026 · 12 min read · agency operations
The agency client onboarding checklist (the 30-day plan that actually ships)
The 30-day agency client onboarding checklist that ships on time — week-by-week owners, deliverables, and the gotchas that kill engagements early.
May 11, 2026 · 9 min read · agency operations
How to onboard a marketing agency client (without losing the engagement in week one)
The strategic side of marketing agency client onboarding — why rushed onboardings cost the engagement and the four phases that produce retention.
May 8, 2026 · 8 min read · tracking infrastructure
The 21 things every agency must track per client (the master checklist)
The 21-item per-client tracking checklist agencies actually maintain — what each item is, why it matters, and how to verify it stays true.
May 1, 2026 · 6 min read · agency operations
The new-client tracking audit: a one-hour template for week one
The 60-minute new-client tracking audit that replaces 20 hours of discovery — and the four questions to close before strategy starts.