Get your new client accounts set up right the first time with this comprehensive onboarding system. Includes everything you need to gather brand information, organize assets, manage approvals, and deliver professional results—plus a worked example showing exactly how to use each template.

Stop juggling spreadsheets and emails. This kit gives you proven checklists, a clear approval workflow, and client-friendly instructions that save hours per onboarding. Start using it immediately with your next client.

What’s included:

• Brand questionnaire template
• Asset checklist
• Access-request checklist
• Approval workflow guide
• Monthly reporting template
• Worked onboarding example with instructions