Client onboarding automation for agencies, step by step
From signature to kickoff: the eight steps worth automating first and what still needs a person.
By Seir Villum Klausen · 2026-10-13
The eight steps
Welcome email, access requests, brief form, folder and channel setup, CRM update, invoice, kickoff scheduling and internal handover.
What still needs a person
The kickoff itself, strategy and anything where the client needs to feel looked after.
Where to start
Access requests and kickoff scheduling. They cause the most delay and are the easiest to automate.
Want this working in your business?
30 minutes, and a written plan within 48 hours.