The structured process of integrating new clients and setting them up for success with your agency.
The structured process of integrating new clients and setting them up for success with your agency.
Client onboarding is the critical period after signing when agencies establish expectations, gather requirements, set up systems, and build initial rapport. Effective onboarding reduces early churn, accelerates time-to-value, and sets the foundation for long-term relationships.
Poor onboarding is a leading cause of early client churn. Clients who feel confused, overwhelmed, or neglected in the first 90 days are significantly more likely to leave. Great onboarding includes clear timelines, designated contacts, access provisioning, and quick wins to demonstrate value early.
Effective onboarding: Welcome email within 1 hour, kickoff call within 48 hours, access to client portal on day 1, first deliverable within 2 weeks, 30-day check-in to address any concerns.
Angelwood provides clients with immediate portal access, clear timelines, and transparent progress from day one, setting the right expectations.
Explore related concepts
A secure online space where clients can access project updates, approve deliverables, and communicate with their agency.
A formal document defining project scope, deliverables, timeline, and terms between an agency and client.
A client engaged for a specific, time-bound project rather than ongoing services.