Agency client onboarding sets the tone for the entire engagement. This portal gives each new client a branded, structured kickoff: discovery form, deliverables roadmap, weekly automated reports, and an AI client liaison that handles routine 'where are we on X?' questions.
What's Included
- Branded Kickoff Form: Replaces your discovery email back-and-forth with structured intake
- Deliverables Roadmap: Per-project timeline visible to client; auto-updates as work progresses
- Weekly Auto-Report: Friday email summarizing the week's progress + next week's focus
- AI Client Liaison: Handles routine questions ('what's the status of campaign X?') with current data
- Asset Library: Final deliverables + drafts + brand assets in one place
How To Use
- Clone this template (per-client copy via automation)
- Brand it once with your agency colors + logo
- New client = new copy of the portal; shared with their stakeholders
▲ ■ ● Memory · Intelligence · Execution.