Client work · Board
Client project
Brief, work in progress, waiting on the client, review and invoice
- Brief
- In progress
- Waiting on client
- Review
13 tasks · 4 sections
Templates · Client work
Onboard new clients the same way.
An agency's first month with a new client, from the signed agreement to the first report.
CSV · 14 tasks · 4 sections · English
What it is for
The first weeks decide how a client relationship feels. This checklist collects what agencies need to do every time: paperwork, access to the client's accounts, a kick-off with clear goals and a quick first result.
Good for
- Marketing, design and development agencies
- Consultancies with recurring client setups
- Account managers who want a repeatable start
Preview
What is in the file
Agreement, Access and setup, Kick-off and First month. The kick-off is booked next week and the first report is due at the end of the month.
Client onboarding · List
Agreement
- File the signed agreement and send the first invoice, P1
- Add the client's contacts and their roles, P2
- Send a welcome email with the next steps, P2
Access and setup
- Ask for access to analytics, ad accounts and CMS, P1
- Create the client's project and share it, P2
- Set up a shared folder for files, P3
- Collect brand guidelines and earlier work, P2
Kick-off
- Book the kick-off meeting, P1, next week
- Prepare the agenda and questions, P2
- Agree goals for the first 90 days, P1
- Agree how often we report, and where, P2
First month
- Deliver a first quick win, P1
- First monthly report, P2, end of month
- Check in: is the client happy so far?, P2
Download CSV
CSV · 14 tasks · 4 sections · English
Import
Into thisflow in three steps
- 01
Download the CSV
Download the file on this page. Open it in a spreadsheet first if you want to rename tasks or add your own.
- 02
Open Settings → Data → Import
In thisflow, open Settings and choose Import under Data. Choose a file, or drop the CSV on the page.
- 03
Check and import
thisflow shows the new project, its sections and tasks before anything changes. Choose Import 14 tasks.
Tips
Make it your own
Keep a master copy
Import once, then copy the project for each new client with Start from → Copy a project.
Share with the client
Invite the client's contact as a guest or viewer, so they see progress without a status email.
Track access requests
Comment on the access task when an account is shared, so the team knows what is ready.
Use it again
Next time, choose New project → Start from → Copy a project. Sections and open tasks come along, and Start today moves the dates.
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