New Client Onboarding Template: Make a Great First Impression

A new client onboarding template ensures that your agency collects all necessary information, sets clear expectations, and delivers a smooth onboarding experience. With Theoflow, you can automate this process, making it faster, more efficient, and error-free.

New Client Onboarding Template

Here’s a basic template for onboarding new clients:

1. Client Information

   • Client Name

   • Company Name

   • Contact Details (Email, Phone)

   • Website URL

2. Project Overview

   • Brief Description of Services Required

   • Key Goals and Objectives

   • Timeline and Milestones

3. Branding & Creative Assets

   • Brand Guidelines (Logo, Colors, Fonts)

   • Marketing Collateral (Brochures, Flyers)

   • Previous Campaign Examples

4. Account Access

   • Google Ads / Facebook Ads / Analytics Access

   • Social Media Login Details

   • Other Tools or Platforms

5. Legal & Financial

   • Signed Service Agreement

   • Payment Information

   • Retainer or Project Fees

6. Communication Preferences

   • Preferred Contact Method (Email, Slack, Phone)

   • Frequency of Updates and Reporting

   • Key Points of Contact

How Theoflow Automates New Client Onboarding Templates

With Theoflow, you can automate each step of this new client onboarding template:

✅ Branded Client Portal – Clients submit everything in one organized space.
✅ Automated Data Collection – Collect essential info, access, and assets without chasing clients.
✅ Instant Contracts & Payments – Get contracts signed and payments processed in minutes.

Conclusion

A new client onboarding template ensures that you never miss a step, helping to create a smooth, professional experience for every client. By automating with Theoflow, you can save time, improve accuracy, and onboard clients 10x faster.

[Start Your Free Trial with Theoflow] today and streamline your new client onboarding process.