Draft Kit · v0.9.0 · Pro sneak peek
Marketing Agency Client Onboarding
Confirm scope, stakeholders, brand guidelines, offers, account access, and success measures.
Helps marketing agencies. Outcome: A scoped engagement start with owners and access paths.
6 asks · 6 required · Author Yori · Last review 2026-10-30 · Draft — not indexed, not installable
Full checklists, acceptance criteria, and client-ready Asks unlock with Pro.
Install into projects, customize owners, and stop chasing answers in email. Full Ask instructions, examples, and acceptance checks on Pro.
How to run it
- Install the Kit into your workspace (private copy, version pinned).
- Create a project from the Kit, map contacts to suggested roles, and review dates.
- Preview the client view, then Send. Only then do invitations and chase begin.
- Clients submit; chase pauses. Your team reviews and requests revisions as needed.
Suggested schedule, phase plan, and reminder notes unlock with Pro.
Sneak peek of the questions
Free shows a couple of Ask titles so you know the shape of the workflow. Pro unlocks every instruction, acceptance checklist, and illustrative example — client-ready to install.
Scope
Confirm agreed scope
Required · Locked
Prevent silent scope creep at kickoff.
People
Identify stakeholders
Required · Locked
Map decision makers and day-to-day contacts.
+4 more Asks locked
Full checklists, ownership suggestions, due rules, and illustrative answers — the parts that make this Kit client-ready — unlock with Pro.
Related
Full checklists, acceptance criteria, and client-ready Asks unlock with Pro.
Install into projects, customize owners, and stop chasing answers in email. Full Ask instructions, examples, and acceptance checks on Pro.