Tag
Client Onboarding
5 posts tagged client-onboarding.
Posts tagged Client Onboarding
July 30, 2026 · 12 min read · agency operations
The 30-day tracking migration when an agency takes over a new client
Inheriting a marketing client means inheriting their tracking — almost always polluted, often partly broken, sometimes secretly catastrophic. Here's the 30-day migration we run on every new client takeover, in the order that minimizes downtime, maximises trust, and surfaces the previous agency's mistakes without throwing them under a bus.
June 25, 2026 · 12 min read · agency operations
The agency client onboarding checklist (the 30-day plan that actually ships)
Most agency onboardings drift from a planned 2-3 weeks to a real 6-8 weeks. The 30-day onboarding plan that ships on time — week-by-week, with named owners, named deliverables, and the gotchas that kill most engagements before week 4.
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 agency client onboarding — what it's actually doing, why most rushed onboardings cost the engagement, and the four phases that produce retention. Companion to the 30-day tactical checklist.
May 8, 2026 · 8 min read · tracking infrastructure
The 21 things every agency must track per client (the master checklist)
Every digital agency tracks tracking. Most do it in a Google Sheet that goes stale by week three. This is the 21-item checklist we use as the per-client minimum — what each item is, why it matters, and how to verify it.
May 1, 2026 · 6 min read · agency operations
The new-client tracking audit: a one-hour template for week one
Most agencies burn 20 billable hours on week-one discovery and still can't answer 'what's tracking what?' This is the 60-minute audit template that fixes that — and the four questions you must close before strategy starts.