Marketing Agency Operational Onboarding
AI onboarding reviews for marketing agencies before campaign work begins.
Built on Agency Client Intelligence. This workflow turns client intake into a structured review your team can use at kickoff—not a generic form summary.
- Detect onboarding risks before delivery starts
- Identify delivery pressure and scope strain
- Coordinate approvals and stakeholders
- Stabilize platform access and assets
- Generate first-week action plans
When to use this workflow
Example: A dental marketing agency onboards a multi-location group. Intake shows missing GA4 access and a shared approval chain—the review flags coordination drag and access gaps so week one focuses on approvers and analytics, not surprises at creative handoff.
Use this workflow in FormGenyus
Start with the form template, then turn on the recommended AI review. Send intake to clients and review the output with your team before kickoff.
Marketing Agency Client Onboarding Form
Multi-page agency kickoff intake—goals, access, assets, and stakeholders.
View form templateAgency Client Intelligence — Balanced
Full onboarding review: readiness, delivery pressure, coordination, and week-one actions.
One-step apply from this guide isn't available yet. Use the review name above when you turn on AI summaries on your form.
Example: NetPeak Dental Group
What a real submission surfaces—intake highlights through to generated review.
From the intake
- Multi-location clinics; SEO-heavy goals
- GA4 admin not yet delegated
- Shared approval chain across locations
- Aggressive consultation targets in KPIs
What AI detected
- Local SEO delivery pressure
- Stakeholder coordination drag
- Reporting blocked until analytics access
- Medium delivery risk; moderate readiness
Week-one actions generated
- Day 1–2 — Agency PM secures GA4 admin invite
- Day 2–3 — Client sponsor names single creative approver
- Stabilization — GBP delegate access before location campaigns
Generated from intake — illustrative
Strong acquisition intent and clear priorities, but readiness is constrained by analytics access and fragmented approvals. Leadership should stabilize access and approval coordination before campaigns accelerate.
Intake structure
Multi-page form aligned to agency kickoff—the same structure as the onboarding form template.
Company profile, goals, audience, KPIs, competitors, channels, SEO targets
Platform access (GA4, GBP, Ads, Meta, etc.), brand assets, secure handoff notes
Contacts, meeting cadence, stakeholders, 30-day priorities
AI review modules in this workflow
This template uses a composable 12-module pipeline. Highlights below—customize in the Summary Builder.
| Module | Purpose |
|---|---|
| Executive snapshot | Onboarding context at a glance |
| Delivery pressure | Spot execution strain early |
| Platform readiness | Surface access and asset blockers |
| Stakeholder review | Clarify approvals and ownership |
| First 7-day plan | Kickoff actions with owners |
| Readiness score | Confidence signal for leadership |
| Delivery risk tier | Flag what could disrupt delivery |
| Executive briefing | Leadership-ready summary |
Full 12-module pipeline (in run order)
- Executive Client Snapshot — key facts
- Executive Client Snapshot — executive interpretation
- Growth & delivery pressure
- Platform access — status
- Brand & assets — status
- Platform & asset readiness — interpretation
- Stakeholder & Communication Review
- First 7 days — action plan
- Operational readiness score
- Delivery risk tier
- Stabilize delivery — mitigations
- Executive Briefing
How teams use this workflow
- Client submits onboarding intake
- AI generates the onboarding review
- Delivery lead reviews risks and blockers
- PM finalizes first-week actions
- Leadership reviews readiness before kickoff
Quick tips
Do
- Require measurable KPIs and 30-day priorities
- Collect honest access states—no passwords in the form
- Name approvers in additional stakeholders
- Review the report by role before kickoff
Avoid
- Placeholder access statuses
- Skipping stakeholder fields
- Treating readiness scores as certainty
- Generic mitigations without intake evidence
Outcome
Agencies receive a structured onboarding review highlighting readiness gaps, delivery pressure, blockers, first-week actions, and leadership-level visibility—before campaign work begins.