Automate Agency Client Onboarding
Stop manually tracking who's granted access and who hasn't. Send one link, collect every account automatically, and trigger your next workflow via Zapier when onboarding is complete.
Manual onboarding doesn't scale
One or two clients a month? Manual onboarding is annoying but manageable. Ten clients a month? It becomes a full-time job of chasing emails, updating spreadsheets, and hoping nothing falls through.
Without AgencyAccess
- Manually emailing instructions to every new client
- Tracking access status in spreadsheets that nobody updates
- Following up individually on every missing account
- No way to trigger downstream tasks when onboarding is done
- Account managers spend hours on access logistics instead of strategy
With AgencyAccess
- One link collects every account access automatically
- Dashboard tracks what's connected and what's missing - in real time
- Automated reminders for clients who haven't completed onboarding
- Zapier integration triggers workflows when onboarding completes - CRM updates, Slack notifications, task creation
- Account managers go from chasing access to doing actual client work
Automate 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.
Automate access collection across every platform
AgencyAccess supports every platform marketing agencies need - Google Ads, GA4, Meta, Shopify, and 20+ more - all collected automatically in one flow.
Plus TikTok, LinkedIn, Pinterest, Snapchat, HubSpot, Klaviyo, and more. See all integrations →
Trusted by 500+ Agencies Agencies that automated 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.
