Client Onboarding Templates
Free onboarding and offboarding checklists for every kind of agency, plus the intake questionnaire you send before you scope.
Onboarding
Taking a client on, and seeing them out: checklists and the intake questionnaire.
Client Onboarding Checklist
The 3-phase onboarding checklist for any agency.
Get template →SEO Client Onboarding Checklist
Access, baseline and Search Console set up in week one.
Get template →Social Media Client Onboarding Checklist
Voice, content pillars and the approval workflow.
Get template →PPC Client Onboarding Checklist
Conversion tracking, MCC access and billing ownership.
Get template →Web Design Client Onboarding Checklist
Content owners, assets, brief and sitemap.
Get template →Creative Agency Client Onboarding Checklist
The full brand kit before the first concept.
Get template →Project Intake / Discovery Questionnaire
The discovery questions to ask before you scope.
Get template →Client Offboarding Checklist
A clean exit: handover, access and a referral.
Get template →Templates Start the Relationship. Clientish Runs It.
Turn your intake questionnaire into an onboarding form, your retainer into recurring billing and your proposals into signed orders, all in one branded client portal.