
Agency client onboarding checklist template
Scope and commercial handover · Access and working arrangements · Kickoff and first-month plan
Preview and use template →Many agencies organise around client pods rather than departments, so each client has one small team that knows them well. This board shows four pods, each with an account lead, strategist, designer and copywriter, linked to shared studio, media buying, data and finance services in the middle, under the managing director and department heads.
No account needed · Opens as your own editable page

Put clients with similar needs or sectors in the same pod, so the pod builds expertise.
Give each pod a stable core team. Keep specialists such as media buyers in shared services if no single pod needs them full time.
Set up a weekly resourcing meeting so pods can book studio, media and data time without escalations.
Place them in the shared services area in the middle, or repeat their name in each pod's core team if they are assigned to specific clients.
No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.
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