Agency Client Onboarding Template
Create a reusable onboarding template with the exact platforms, permissions, and intake questions you need - then send one link for every new client. No rebuilding the process from scratch each time.
Onboarding shouldn't start from scratch every time
Every new client needs roughly the same set of accounts. But most agencies recreate the process from scratch - writing new emails, digging up old instructions, and hoping they don't forget a platform.
Without AgencyAccess
- Copy-paste from old onboarding emails and hope the instructions are still accurate
- Forget to request a platform and realize it weeks into the engagement
- Every team member has a slightly different version of the onboarding process
- No standardized list of what access levels to request for each platform
- New hires don't know what accounts to ask for or in what order
With AgencyAccess
- Save onboarding templates with your standard set of platforms and permissions
- Reuse the same template for every new client - or create templates for different service types
- Every platform and permission level is pre-configured, nothing gets missed
- Any team member can send the template link without needing to know the details
- Update the template once and every future onboarding uses the latest version
Templatize your onboarding in 3 steps
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.
One template, every platform
AgencyAccess supports every platform marketing agencies need - Google Ads, GA4, Meta, Shopify, and 20+ more - all configurable in your onboarding template.
Plus TikTok, LinkedIn, Pinterest, Snapchat, HubSpot, Klaviyo, and more. See all integrations →
Trusted by 500+ Agencies Agencies that templatized their onboarding
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.
