Onboarding for client success

Paid media client onboarding template

Paid media agencies can share this onboarding plan with clients to manage the process of discovering requirements, gathering assets, and getting access to ad accounts needed to deliver a great service.

Use this template to onboard your clients.

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Paid media client onboarding

Welcome to the agency! This checklist will guide you through the first steps of our partnership. Let's get your accounts connected, assets uploaded, and campaigns ready to launch.

No due date

Link tasks to actions, such as completing forms or booking meetings

Paperwork and initial setup

Let us get the administrative tasks out of the way so we can focus on your paid media strategy.

Sign the master service agreement

Please review and sign our agency agreement so we can officially kick off our partnership.

Pay the initial invoice

Submit the payment for the first month or kickoff fee via the billing portal link sent to your email.

No due date

Countersign agreement and initialize client workspace

Review the signed contract, countersign it, and set up the client's internal Slack channel and Google Drive folders.

No due date Any team member

Tasks can be for the clients being onboarded, or for the team

Granting platform access

We need access to your ad accounts and analytics tools to review historical data and build your new campaigns.

Share access to Google Ads

Please provide our agency manager account with administrative access to your Google Ads account.

No due date Open URL

Share access to Meta Business Manager

Add our agency as a partner in your Meta Business Manager so we can manage your Facebook and Instagram ad campaigns.

No due date Open URL

Share access to Google Analytics

Give us edit access to your Google Analytics property so we can track conversions and build custom audiences.

No due date Open URL

Verify platform access and test conversion tags

Log into all shared platforms to verify access levels. Use Google Tag Assistant and Meta Pixel Helper to ensure tracking is firing properly.

No due date Any team member

Discovery and creative assets

Help us understand your brand and goals so we can craft highly converting ad copy and creatives.

Complete the brand discovery questionnaire

Fill out our discovery form to tell us about your target audience, competitors, tone of voice, and business goals.

No due date Complete form

Upload brand assets and logos

Drop your high-resolution logos, brand guidelines, fonts, and any existing image or video assets into the shared Google Drive folder.

No due date Upload documents

Review discovery form and conduct competitor research

Analyze the client's questionnaire responses, review their past campaign data, and perform a competitive analysis in preparation for the kickoff call.

No due date Any team member

Schedule your strategy kickoff call

Use the provided Calendly link to book a 60-minute kickoff call with your dedicated account manager.

Campaign build and launch

The final steps before your ads go live. We will present our strategy and get your approval to launch.

Attend the kickoff call

Meet with your account manager to finalize the campaign strategy, budgets, and initial timelines.

No due date

Draft ad copy and design creatives

Write the headlines, descriptions, and primary text for the ads, and design the creative assets based on the approved strategy.

No due date Any team member

Review and approve ad creatives

Review the ad mockups we have prepared for you. Leave any feedback or give us your final approval to launch.

No due date

Launch the initial paid media campaigns

Push the approved campaigns live on Google and Meta, double-check budget settings, and monitor the first 24 hours of delivery.

No due date Any team member

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Simple steps to automate paid media agency client onboarding

Step 1

Grab this template

Step 2

Send to clients

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Clients complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard clients

Your brand (even the emails)
Instantly know what's been done
Shows clients what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask clients to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the paid media client onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your clients. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this paid media client onboarding onboarding template for?

If you run a team that needs to onboard clients then the paid media client onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite clients to it and make sure all the tasks get done, on time.

How do clients use it?

First you'll invite clients to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your clients won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your clients to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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