Agency Client Intelligence

Helps agencies review onboarding readiness before delivery work begins—fewer surprises before scope and budget get locked in.

Structured intake forms are converted into AI reviews that surface onboarding risks, stakeholder gaps, delivery pressure, and first-week priorities. Each workflow picks the modules it needs; depth varies by engagement.

What this framework helps detect

  • Unrealistic growth expectations
  • Missing platform or analytics access
  • Approval bottlenecks and unclear ownership
  • Stakeholder coordination gaps
  • Onboarding readiness risks
  • Delivery pressure before kickoff

How the AI review works

Client intake → analysis → readiness review → action plan → risk & executive summary

Video placeholder: Client intake → AI review flow

Steps map to reusable modules in the Summary Builder. See the marketing agency pipeline for a full 12-step example.

Review layers

A typical engagement moves through these layers—not every workflow includes every layer.

Example workflow implementations

Different onboarding scenarios use different module combinations:

Example output

Sample AI review — illustrative

NetPeak Dental Group · submitted via agency onboarding form

  • Readiness 62/100 — GA4 admin access still pending; reporting baseline at risk.
  • Delivery risk: Medium — shared approval chain across locations slows creative sign-off.
  • Week 1 priority — assign single approver and secure analytics before campaign planning.

Full intake walkthrough and generated report: Marketing agency workflow guide.

Teams typically use this before

  • Kickoff meetings
  • Onboarding calls
  • Retainer launches
  • Reporting setup
  • Campaign execution

Workflow guides

Implementation guides cover intake fields, module setup, examples, and best practices.

  • Marketing Agency Operational Onboarding — Workflow showcase for marketing agency onboarding: intake structure, AI review modules, example output, and team kickoff process.
  • SEO Client Kickoff — SEO onboarding workflow: GBP and analytics access, local SEO pressure, content dependencies, and reporting readiness before work begins.
  • Paid Ads Retainer Onboarding — Paid media onboarding workflow: tracking gaps, approval bottlenecks, launch blockers, and KPI alignment before campaigns go live.
  • Multi-location Clinic Onboarding — Multi-location clinic onboarding: fragmented GBP access, local SEO inconsistency, approval drag, and reporting gaps before location campaigns launch.
  • Fractional CMO Discovery — Executive discovery workflow: alignment gaps, reporting immaturity, growth ambiguity, and strategic constraints before fractional CMO engagement.
  • Creative Retainer Kickoff — Creative retainer kickoff: approval bottlenecks, review-cycle risk, production compression, and asset dependencies before delivery begins.
  • Client Discovery & Scoping — Pre-sale discovery: detect scope risk, budget strain, delivery mismatch, and stakeholder ambiguity before proposals become operational problems.
  • Agency Renewal / Expansion Review — Lifecycle review: detect retention risk, reporting gaps, delivery strain, and expansion blockers before renewal and upsell conversations.

Related onboarding guides