Free Notion Template
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Agency Client Onboarding Checklist
Marketing Agency3,600 downloads
Never miss an onboarding step again. This free checklist template covers everything from signed contract to first deliverable — designed for digital marketing and creative agencies.
What's included
- Pre-kickoff access checklist
- Kickoff meeting agenda template
- Brand asset collection form
- Tool access tracker
- Week 1 deliverable milestones
- Client approval workflow
Free
No payment required · Instant access
Opens in Notion. Click “Duplicate” to add to your workspace.
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