Back to Resources
Free Resource — Agency Operations
Client Onboarding System
73 elements of client onboarding across 11 categories. The complete system for turning a signed agreement into a thriving client relationship. Built from real delivery experience.
73 Elements · 11 Categories
Difficulty Basic Intermediate Advanced
Close & Collect 7 elements
1 DMO Demo Call Intermediate 2 LPY Live Payment Basic 3 PLK Payment Link Basic 4 STF Setup Fee Basic 5 B30 30-Day Billing Basic 6 SAW Agreement Walkthrough Intermediate 7 AGS Agreement Sent Basic Compliance & Legal 6 elements
8 SIG Agreement Signature Basic 9 A2P A2P Registration Intermediate 10 EIN EIN Verification Basic 11 LBN Legal Business Name Intermediate 12 CRA Carrier Approval Basic 13 NRP No-Refund Policy Basic Internal Automation 8 elements
14 SAP Sub-Account Provisioning Intermediate 15 CLK ClickUp Task Intermediate 16 PKG Package Checklists Intermediate 17 DEP Task Dependencies Intermediate 18 GDF Google Drive Folder Basic 19 APF Agreement PDF Basic 20 TWN Team Notification Basic 21 TCM Touchpoint Confirmation Basic Quick Start: Setup 7 elements
22 EXP Expectation Setting Intermediate 23 SAC Sub-Account Access Basic 24 MAP Mobile App Basic 25 TMA Team Members Basic 26 BPV Business Profile Basic 27 PHN Phone Number Intermediate 28 OFP Onboarding Form Preview Basic Quick Start: Connections 8 elements
29 GBP GBP Connection Basic 30 SOC Social Connections Basic 31 GCL Google Calendar Basic 32 ADS Ads Accounts Intermediate 33 REP Reputation Setup Intermediate 34 SPL Social Planner Basic 35 INT Integrations Sweep Basic 36 NTF Notification Settings Intermediate Pre-Build Setup 4 elements
37 RAI Reviews AI Intermediate 38 URD Unanswered Review Drip Intermediate 39 DNS Domain Setup Intermediate 40 PBW Pre-Build Work Basic Information Gathering 5 elements
41 OBF Onboarding Form Basic 42 BDT Business Details Basic 43 BNU Build Nuances Intermediate 44 CLR Clarification Contact Basic 45 BCK Build Clock Basic Build Execution 5 elements
46 BEX Build Phase Advanced 47 QAR QA Review Intermediate 48 BCN Build Complete Notice Basic 49 LOS Live Onboarding Scheduled Basic 50 BSP Build-Specific Scope Advanced Training & Enablement 9 elements
51 LOC Live Onboarding Call Intermediate 52 MAT Mobile App Training Basic 53 CDV Conversations Deep Dive Intermediate 54 TRV Teach Review Requests Basic 55 PPT Pipeline Training Intermediate 56 QAB Quick Actions Bar Basic 57 BWK Build-Specific Walkthrough Intermediate 58 TMT Team Training Intermediate 59 NUS No Upsell Basic