Whether you're onboarding new clients, collecting documents, or building intake forms, we'll help you get organized.
OnboardMap replaces email chaos with one link. Clients complete every step. You see progress instantly.
Brand brief intake, asset collection checklists, login request lists, and welcome packets. Everything an agency needs to start a new engagement without the email thread.
Agency onboarding has a different shape than bookkeeping or IT. You are collecting creative assets, brand guidelines, access credentials, and approvals, usually across multiple stakeholders inside the client’s team. Generic templates miss the context. This section is for agency operators who want a brand brief, an asset checklist, and a welcome packet that feel written for them. Pair the templates with a portal that can show progress to the client’s marketing manager and their CMO without forwarding attachments.
The average web design project runs 2-3 weeks behind schedule, and the cause is rarely the design itself. It is the onboarding. Clients show up to kickoff calls without brand guidelines, send logos as 72px JPEGs pulled from Facebook, forget hosting credentials, and trickle in content one page at a time over six weeks. The fix is not more follow-up emails. It is a structured intake system that collects every asset, login, content file, and decision before you start designing. This article breaks down the exact 5-phase onboarding system for web designers, including what to collect, when to collect it, and how to stop being the person who chases clients for their own logo.
Download a free client onboarding checklist for marketing agencies. Covers brand guidelines, social credentials, ad account access, creative briefs, and more.
Client intake for agencies: essential questions to ask before kickoff, organized by category. Built for marketing, design, and creative agencies.
Send one link. Clients upload docs, fill intake forms, and complete every step — automatically tracked. No account required for your clients.
Client onboarding portal that replaces email chaos. Send one link. Clients upload everything, complete every step, and you see progress instantly.
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