Onboarding for Marketing Agencies
Client Onboarding Built for Marketing Agencies
Stop chasing clients for brand guidelines, ad account access, and campaign briefs. OnboardFlow automates the entire intake process so you can start delivering results from day one.
Sound familiar?
Common onboarding challenges marketing agencies face every day.
Scattered brand assets
Logos, fonts, and guidelines arrive across email, Slack, and Drive — never in one place.
Delayed campaign launches
Missing ad account access or brand assets pushes timelines back by weeks.
Repetitive intake calls
You ask the same onboarding questions for every new client, wasting hours each month.
No visibility for clients
Clients constantly ask 'what do you need from me?' because there's no clear process.
What you can automate
- ✓Collect brand guidelines, logos, and style assets automatically
- ✓Request ad account access (Google Ads, Meta, Analytics) via guided steps
- ✓Gather campaign briefs and target audience information
- ✓Share welcome packets with SOWs and timelines
- ✓Automate NDA and contract signing
Built for marketing agencies
Branded Client Portal
Give each client a personalized portal with your agency's branding, where they can upload assets, fill out briefs, and track progress.
Smart Intake Forms
AI-powered forms that adapt based on client responses — ask for social media logins only if social is in scope.
Automated Reminders
Never chase clients again. OnboardFlow sends smart reminders until every item is complete.
Template Library
Pre-built onboarding templates for SEO, PPC, social media, and content marketing clients.
Start Onboarding Marketing Clients in Minutes
Start your free trial — set up in under 5 minutes.
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