This agency onboarding and project delivery template gives creative and performance marketing teams a single client hub for kickoff, access, deliverables, and decisions. It helps you reduce back-and-forth by collecting inputs upfront, aligning on a delivery cadence, and keeping next steps visible from day one.

Who it's for

Agency account managers, project leads, and onboarding specialists delivering paid social, landing pages, and ongoing creative production for B2B or DTC brands.

What's inside

• Overview dashboard: Welcome message, intro video, and quick links so clients know exactly where to start
• Next up (Next task): Automatically surfaces the next open onboarding task to speed up time to value
• Onboarding checklist (Action Plan): Milestones from kickoff through go-live and first results, with clear owners and due dates
• Briefing forms: Lightweight intake to capture contacts, audience, constraints, and key context before kickoff
• Assets & access form: Central place to request tools access (GA4, GTM, ad accounts, CMS, Figma) and collect links/uploads
• Cadence + progress area: Meeting rhythm, feedback turnaround expectations, and a simple performance dashboard embed

Why use this template

A structured agency onboarding and project delivery template keeps every client launch consistent—even when your team is juggling multiple accounts. Instead of chasing assets and permissions across email threads, you get one source of truth for access, approvals, and timelines.

Because the template pairs briefing forms with an actionable onboarding checklist, you can move from kickoff to implementation faster and avoid "blocked" work. The built-in "Next up" view is especially useful for keeping clients focused on the one task that unlocks progress.

Finally, setting expectations early (weekly batch shipping, feedback flow, and check-ins) reduces friction after go-live and makes ongoing iteration smoother.