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Client onboarding guides by profession
Choose your industry to access a practical onboarding guide covering common gaps, implementation tips, and a framework you can run directly inside Fentyr.
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Most visited categories
Web designers
Collect brand assets, sitemap input, and technical constraints in one branded portal—so discovery stays structured and your first design cycle starts clean.
Developers
Turn vague feature lists into signed-off specs, access details, and environments—before you write the first line of production code.
Marketing consultants
Capture ICP, channels, past performance, and budget reality in a guided flow—so your first strategy session starts with data, not guesses.
Brand designers
Gather positioning, audience, competitors, and visual references in a portal that feels as polished as your portfolio.
Copywriters
Lock voice, offer, proof points, and legal guardrails before draft one—so edits focus on craft, not rediscovering the brief.
Social media managers
Collect handles, brand rules, approval chains, and UGC permissions before you schedule the first post.
Video editors
Get frame rates, deliverable specs, music licensing, and review rounds defined before you touch the timeline.
Photographers
Align shot lists, usage rights, locations, and model releases before the shoot day—so post-production stays profitable.
UX designers
Import research goals, user data access, and success metrics early—so discovery outputs map to what the business actually measures.
Client onboarding for web designers
Collect brand assets, sitemap input, and technical constraints in one branded portal—so discovery stays structured and your first design cycle starts clean.
Client onboarding for developers
Turn vague feature lists into signed-off specs, access details, and environments—before you write the first line of production code.
Client onboarding for marketing consultants
Capture ICP, channels, past performance, and budget reality in a guided flow—so your first strategy session starts with data, not guesses.
Client onboarding for brand designers
Gather positioning, audience, competitors, and visual references in a portal that feels as polished as your portfolio.
Client onboarding for copywriters
Lock voice, offer, proof points, and legal guardrails before draft one—so edits focus on craft, not rediscovering the brief.
Client onboarding for social media managers
Collect handles, brand rules, approval chains, and UGC permissions before you schedule the first post.
Client onboarding for video editors
Get frame rates, deliverable specs, music licensing, and review rounds defined before you touch the timeline.
Client onboarding for photographers
Align shot lists, usage rights, locations, and model releases before the shoot day—so post-production stays profitable.
Client onboarding for UX designers
Import research goals, user data access, and success metrics early—so discovery outputs map to what the business actually measures.
Client onboarding for content creators
Clarify deliverables, usage rights, timelines, and brand safety before you script or record—especially for sponsored work.
Client onboarding for SEO agencies
Secure Search Console, analytics, CMS access, and stakeholder maps in a repeatable technical intake—before audits and roadmaps begin.
Client onboarding for PR agencies
Gather spokesperson rules, crisis protocols, media lists, and measurement expectations in a polished portal that matches your firm’s brand.
Client onboarding for PPC agencies
Collect ad account access, conversion events, budget constraints, and brand guardrails before launch so paid campaigns start with clean tracking.
Client onboarding for email marketing agencies
Gather list health, segmentation logic, automation triggers, and legal requirements before building your first lifecycle flow.
Client onboarding for Webflow agencies
Align CMS structure, style system, hosting needs, and content ownership before design and build move into production.
Client onboarding for WordPress agencies
Capture hosting constraints, plugin stack, editorial workflow, and security requirements early to avoid fragile builds and late surprises.
Client onboarding for Shopify agencies
Collect catalog structure, payment setup, shipping rules, and app dependencies before implementation so ecommerce projects stay on timeline.
Client onboarding for ecommerce agencies
Structure onboarding around revenue goals, conversion constraints, merchandising strategy, and backend operations before execution begins.
Client onboarding for digital marketing agencies
Unify channels, goals, data access, and reporting expectations at kickoff so your team can execute multi-channel plans with confidence.
Client onboarding for growth marketing agencies
Capture experiment constraints, attribution setup, and growth priorities before tests start so optimization cycles move faster.
Client onboarding for creative agencies
Align scope, creative direction, approval workflows, and usage rights before production to protect margin and momentum.
Client onboarding for design studios
Gather objectives, visual direction, production constraints, and handoff expectations in one curated client portal.
Client onboarding for product design agencies
Capture product goals, user segments, technical constraints, and success metrics before design sprints begin.
Client onboarding for motion design studios
Define storyboard intent, timing constraints, brand motion rules, and export specs before animation production starts.
Client onboarding for no-code agencies
Capture business logic, automation scope, data model, and tool stack at kickoff so no-code builds stay scalable.
Client onboarding for automation consultants
Map workflows, exception cases, data sources, and security requirements before deploying automations across client operations.
Client onboarding for business consultants
Align objectives, stakeholders, timeline constraints, and decision criteria before strategic engagements begin.
Client onboarding for sales consultants
Gather ICP definition, pipeline stages, tooling setup, and conversion baselines before rolling out sales changes.
Client onboarding for RevOps consultants
Document lifecycle stages, attribution logic, and tooling dependencies at onboarding so RevOps projects start with shared definitions.
Client onboarding for HR consultants
Collect policy context, hiring priorities, compliance constraints, and decision authority before HR consulting engagements begin.
Client onboarding for recruiting agencies
Align hiring goals, candidate profile, interview workflow, and feedback standards before opening new search mandates.
Client onboarding for virtual assistants
Define recurring tasks, access permissions, communication style, and priority rules before delegation starts.
Client onboarding for bookkeeping services
Gather chart of accounts context, software access, filing cadence, and reconciliation rules before monthly bookkeeping begins.
Client onboarding for accounting firms
Capture entity structure, compliance obligations, reporting timelines, and document ownership before accounting work begins.
Client onboarding for legal consultants
Collect matter scope, risk profile, relevant documents, and approval chain before legal consulting work starts.
Client onboarding for law firms
Standardize client intake for practice area, case context, deadlines, and required documentation through a secure onboarding flow.
Client onboarding for IT consultants
Document infrastructure, priorities, constraints, and stakeholders before technical consulting projects begin.
Client onboarding for managed IT services
Capture device inventory, support workflows, SLA scope, and security policies before managed support transitions begin.
Client onboarding for cybersecurity consultants
Gather risk profile, compliance scope, critical systems, and incident response context before security engagements start.
Client onboarding for data analytics consultants
Align data sources, metric definitions, access permissions, and reporting goals before analytics projects begin.
Client onboarding for AI consultants
Capture business use cases, data constraints, risk policies, and success criteria before AI implementation starts.
Client onboarding for software agencies
Define product scope, technical stack, acceptance criteria, and communication rhythm before software development kicks off.
Client onboarding for app development agencies
Collect product goals, platform constraints, API dependencies, and release requirements before app work begins.
Client onboarding for mobile app agencies
Align product requirements, device support, analytics events, and app store constraints before mobile development starts.
Client onboarding for video production agencies
Gather creative direction, production logistics, deliverable specs, and approval process before pre-production begins.
Client onboarding for podcast agencies
Capture show goals, episode workflow, branding assets, and distribution setup before podcast production starts.
Client onboarding for event agencies
Align event objectives, stakeholders, budget boundaries, and delivery milestones before planning enters execution mode.
Client onboarding for interior designers
Capture style direction, budget constraints, spatial priorities, and procurement expectations before concept work begins.
Client onboarding for architecture firms
Gather project goals, site constraints, regulatory context, and stakeholder roles before architectural planning begins.
Client onboarding for real estate agencies
Capture client objectives, property criteria, financing readiness, and communication preferences before property search begins.