Onboard new agency clients in under an hour instead of chasing emails for a week. The Agency Client Onboarding Kit is an editable, printable PDF client onboarding template pack built for marketing, SMMA and freelance agencies. Fill it in on any device, or print it and hand it over at kickoff.

WHO IT’S FOR

• SMMA owners searching for a client onboarding checklist
• Freelancers and consultants who need a client intake form
• Marketing and design agencies standardizing new client setup
• Virtual assistants and account managers running client handoffs

WHAT YOU GET

• Editable PDF client onboarding checklist with fillable form fields
• New client intake and discovery questionnaire pages
• Kickoff call agenda plus a scope and deliverables one-pager
• Welcome letter, access request list and 30-60-90 day plan, print-ready in A4 and US Letter

HOW IT WORKS

1. Download the PDF instantly after checkout.
2. Type your agency name, services and terms straight into the fields, or print blank copies.
3. Send or print a fresh copy for every new client you sign.

WHY GROWTORIA
Built by agency operators, human-tested on real client onboardings, and we reply to every question within 48 hours.

POLICY
Instant digital download, no physical item. Sales are final once delivered. A faulty file? We fix or replace it. Buy once, no subscription.