7-Step Client Onboarding Workflow: What You Need to do as an Agency

Your latest pitch was a huge success, and you’ve landed a new client off the back of it.

After a quick celebration, you start to wonder what’s next. There’s so much information about “getting the client”, but not much about what needs to happen once you’ve sealed the deal.

What are the next steps?
How do you actually start working together?
How do you keep the momentum going?

This blog will cover seven key steps that make up a new client onboarding workflow:

Start with an onboarding questionnaire
Sort out legal and contractual bits
Secure any financial processes
Highlight any important project management information
Consider your workflow and project process
Set up an initial kick-off call
Send a client welcome packet