Client Onboarding

Master the art of onboarding new clients with proven processes, forms, and workflows for a smooth start.

14 articles in this category

retainer vs project onboarding

Retainer vs. Project-Based Clients: How to Tailor Your Onboarding for Success

Stop using a one-size-fits-all process. Learn how to tailor your client onboarding for retainers vs. projects to improve retention and prevent scope creep.

Updated Sep 17, 2025

client onboarding software

Client Onboarding Software: 8 Tools For Your Success

Streamline your client onboarding with the right software. Read on to find the seven best tools you can use for this task.

Updated Sep 2, 2025

welcome email to new client

How to Welcome a New Client by Email (3 Welcome Email Templates incl.)

The first contact with your new client is crucial when it comes to setting off on the right foot. Learn how to write a welcome email (templates included).

Updated Jul 30, 2025

branding questionnaire

Questions to Ask in Your Branding Questionnaire

Understand your clients with a branding questionnaire. Learn how to use the information to better serve your customers and deliver high-quality services.

Chris Willow

Updated Aug 1, 2025

Creating the Ultimate Client Onboarding Form

Learn how to make your new client’s life easier with a client onboarding form. Read on to find out how to build a form and what to include.

Updated Nov 29, 2024

client onboarding questionnaire

Client Onboarding Questionnaire: What is it & Why You Need One

Wondering how to onboard customers easily? Use an onboarding questionnaire to make it easier for your team and clients to give you relevant information.

Updated Apr 11, 2025

customer onboarding automation

Customer Onboarding Automation: Maximizing Agency Efficiency

Learn to automate client onboarding for consistency and efficiency. Save time, reduce errors, and enhance client retention with our 5-step guide.

Updated Jun 18, 2025

intake form

Intake Forms: Types, Examples, and Best Practices for 2025T

Intake forms are the unsung heroes of seamless data collection. Find out how you can leverage the right type of intake form and which best practices to keep in mind.

Updated Aug 25, 2025

Social Media Client Intake Form Best Practices

Read on to find out what your social media client intake form should contain, and how to build a questionnaire that doesn’t leave any questions unanswered.

Updated May 13, 2025

Zapier for agencies

Zapier for Agencies: 8 Ways to Automate Your Agency Processes & Save Time

There are thousands of apps you can connect with each other in Zapier—and a lot of ways you can use this service. But how exactly do you use Zapier as an agency?

Chris Willow

Updated Sep 17, 2024

SEO intake form

SEO Intake Forms: Everything You Need to Know About Them

Kick-starting an SEO project or onboarding a new client can be a baffling experience. Luckily, something called an SEO intake form can help.

Chris Willow

Updated Apr 23, 2025

new client onboarding process

How to Build an Efficient New Client Onboarding Process

Acquiring new clients is hard—and losing them is easy. Want to learn more about building client onboarding systems that work? We’re tackling this topic in this post.

Chris Willow

Updated Dec 9, 2024

agency onboarding

Agency Checklist: How to Create an Actionable Client Onboarding Process

It’s no secret that the onboarding process you establish when you build an agency is crucial to the success of your company. Check out these 10 steps to improve your agency’s client onboarding process.

Updated Jul 11, 2025

Project Intake Form Best Practices + Examples

Project Intake Process: Best Practices + Form Examples

Many agencies and consultants work on a task-based basis. They give their clients the freedom to request new tasks that need to be completed. To make this process easier, a project intake form should be used.

Updated Jul 30, 2025