Marketing / Free editable template

Agency client onboarding checklist template

Give a new client engagement a clear start. This checklist groups scope, access, responsibilities and the first-month plan so an agency can see what is ready and what still needs a conversation.

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No account needed · Opens as your own editable page

Preview the agency client onboarding checklist

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Agency client onboarding checklist example showing scope and commercial handover, access and working arrangements, kickoff and first-month plan
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Adapt the scope checks

    Replace the example tasks with the deliverables, exclusions and approval arrangements agreed for the engagement.

  2. Prepare the working setup

    List the systems needed, responsible contacts and meeting rhythm. Track access readiness without putting passwords or credentials in the diagram.

  3. Agree the first month

    Add the kickoff agenda, first deliverables and reporting dates. Tick each item as it is completed and review outstanding tasks with the client lead.

Questions about this template

Are the checklist boxes interactive?

Yes. Open the template in the editor and click a checkbox to mark a task complete. You can also rewrite the task labels.

Do I need an account to use it?

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.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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