Agency Client Onboarding Checklist
Stop tracking onboarding tasks in spreadsheets and Notion docs. AgencyAccess gives you a repeatable onboarding process that collects every client account access in one flow.
Onboarding checklists only work when everyone follows them
Most agencies build a client onboarding checklist - then immediately struggle to enforce it. Things get missed, accounts slip through the cracks, and new hires don't know the process.
Without AgencyAccess
- Onboarding checklist lives in a spreadsheet or Notion doc that goes stale
- Every team member follows a slightly different process
- Access requests get scattered across email threads, Slack, and calls
- Nobody knows which accounts are connected and which are still missing
- New hires have no idea what to ask for or how
With AgencyAccess
- One reusable onboarding template replaces your static checklist
- Every client goes through the exact same guided process
- All account access is collected in a single link - nothing gets missed
- Dashboard shows exactly which accounts are connected and what's outstanding
- Any team member can send the onboarding link - no training needed
Replace your checklist with a repeatable process
Connect your agency accounts
Connect the accounts you want to be provided access in your AgencyAccess account.
Send an onboarding invite to your client
Send a personalized and branded invitation to onboard and connect the accounts you need.
Faster client onboarding
Your client connects their account to yours with automated flows and a detailed step-by-step guide. No lengthy email loops and Loom videos, no confusion.
Every platform your checklist covers - in one link
AgencyAccess supports every platform marketing agencies typically need access to - Google Ads, GA4, Meta, Shopify, and 20+ more.
Plus TikTok, LinkedIn, Pinterest, Snapchat, HubSpot, Klaviyo, and more. See all integrations →
Trusted by 500+ Agencies Agencies that replaced their onboarding checklist
Tom van Bodegraven
Teamlead SEA @ Endeavour
AgencyAccess is such a handy tool. It's made getting access to client accounts so much easier. Just send them a link, and that's it. No more endless emails or chasing people for access. Saves a ton of time and hassle.
Ruben Runneboom
Co-founder @ Taskforce Agency
AgencyAccess made our onboarding faster and easier. Saves us hours a week, and our clients love it!
Start onboarding clients faster
Send one link, collect access automatically, and start work faster.
