- Contract and scope signed
- Access granted to ad accounts, analytics, Search Console, CMS and CRM with agency-owned logins
- Goals, KPIs and budget confirmed in writing
- Baseline data exported
- Brand guide and approval process documented
- Reporting cadence and channel agreed
- Kickoff call notes shared
Agency client onboarding checklist
- [ ] Contract and scope signed - [ ] Access granted to ad accounts, analytics, Search Console, CMS and CRM with agency-owned logins - [ ] Goals, KPIs and budget confirmed in writing - [ ] Baseline data exported - [ ] Brand guide and approval process documented - [ ] Reporting cadence and channel agreed - [ ] Kickoff call notes shared