Client Onboarding

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

10 articles in this category

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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 Oct 21, 2025

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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

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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

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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 Oct 21, 2025

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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

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

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 Jan 30, 2026

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Zapier for Agencies: Pricing, Workflows & Integration Guide for 2025

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?

Updated Oct 27, 2025

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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.

Updated Dec 9, 2024

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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

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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