Stop rebuilding client onboarding from scratch.
Agency Onboarding OS is a practical onboarding system for small agencies that want one clean way to collect client info, request access, run kickoff, spin up folders, and start delivery without chaos. This is the founding batch release: proven templates, concise SOPs, and automation recipes delivered with a human setup layer.
After payment, you'll receive the package and setup instructions by email within 24 hours. Works with Notion, Google Docs, or plain files.
You keep rebuilding the same machine for every new client.
Most small agencies don't need enterprise onboarding software. They need a repeatable system that removes the recurring setup work: asking the same questions, hunting for access, rebuilding folders, writing kickoff emails, and wondering what got missed.
Messy intake
Client context, access credentials, assets, goals, stakeholders, and reporting needs arrive scattered across email threads and calls. Every time.
Manual setup
Every client gets a custom folder, project board, Slack channel, checklist, kickoff deck, and "can you send us access to X?" email. Built from scratch. Again.
No source of truth
When onboarding goes wrong, delivery starts late, scope gets fuzzy, and clients lose confidence before the real work begins. You've seen this movie.
Everything you need to onboard clients without the rebuild
Every template is copy-paste ready. You'll get the full package plus a short implementation guide so you can adapt it to your stack fast.
Intake + kickoff
27-question intake form (6 categories), kickoff meeting agenda, stakeholder mapping template, success metrics worksheet, and pre-kickoff email template.
Setup checklists
Client folder structure (with naming conventions), project board setup checklist, access request tracker, internal handoff template, and first-30-days timeline.
Email + SOP pack
Welcome email, 3 access follow-up templates, meeting recap template, client responsibility reminder, scope change request process, and full internal onboarding SOP.
Automation recipes
6 no-code recipes for Zapier and Make: form → task creation, auto-folder setup, welcome email trigger, access reminder sequences, and status update automation.
4 agency variants
Tailored versions for marketing agencies, SEO agencies, web design studios, and freelance consultants. Same system, different context.
Setup guide
Step-by-step guide to implement the OS in your agency within one afternoon. Includes "quick start" and "full setup" paths.
Join the founding batch
40+ templates, 6 automation recipes, a setup guide, and concierge delivery so your first version lands cleanly. One-time payment. No subscription.
14-day no-regret refund
If the package is not useful for your agency, reply to the delivery email within 14 days and you'll get a full refund. No awkward back-and-forth.