Onboarding Systems for Marketing Agencies

Your onboarding system is your first client deliverable. Let’s make it count.

Design a system to build client trust from day one, reduce internal chaos, and allow you to scale without the extra admin.

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What to Expect.

  • Tool agnostic setup: we make the most of your existing tech stack.

  • 30-day post-build support

  • 8–10 week custom project

  • Built with your business in mind

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Most service businesses lose trust in the first 7 days after signing a client.

Automating your client onboarding experience create predictability, stops wasting your team’s time, and reduces internal frustration.

This is for you if:

  • The onboarding process lives in your head, or your VA’s head and has no real rhyme or reason.

  • You’re dropping the ball on follow-up, forms, or first steps

  • Clients get a different experience each time, and never really know what the next steps are.

  • You’re relying on old templates and frantic pings to your VA to hold the “system” together.

  • Your business is growing, and the onboarding system is feeling more and more difficult.

Your Onboarding System is Deliverable #1.

Do you want your first impression to be chaotic and inconsistent? A strong onboarding system sets the tone for your entire client relationship and your teams work ethic.

What You Get

Your Client Onboarding System Includes:

  • Audit of your current onboarding process

  • Mapped workflow from intake to kickoff

  • Automated forms, emails, and templates — in your tools

  • Branded welcome assets & internal SOPs

  • Async walkthrough video for team reference

  • 30-day support window post-handoff

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The Transformations Look Like:

Project Details

  • Timeline: 8–10 weeks + 30-day support

  • Hours: 45–60

  • Investment: $3,500 → $5,000 flat fee

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FAQs

  • Then we’ll optimize what’s working, fix what isn’t, and systemize the whole thing so your team and clients get a consistent, seamless experience.

  • Very. We build this to match your exact business model, team structure, and client workflow.

  • Nope. You’ll need to be available for 3–4 short milestone calls, and some testing, but we lead the build and make this as lightweight for you as possible.

  • We offer ongoing system maintenance, ops support retainers, and add-on builds if needed — but most clients walk away with a self-sustaining system.

Ready to stop winging it and start onboarding with ease?

Apply now to build a system that saves time, builds trust, and makes scaling easier.

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