Client onboarding software
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.
Run this playbook in Fentyr with a branded client portal—get started today.
Common onboarding gaps for digital marketing agencies
- Channel priorities shift weekly because success criteria are vague.
- Access to analytics and ad platforms is inconsistent across departments.
- Stakeholder communication paths are not documented.
How Fentyr supports digital marketing agencies
- Build a channel-by-channel onboarding workflow with required assets.
- Collect permissions, contacts, and approvals in one branded link.
- Summarize client context for internal handoff and campaign planning.
Why teams standardize onboarding
Scale delivery quality by standardizing intake across every new account.
For digital marketing agencies, that most often comes down to one thing: summarize client context for internal handoff and campaign planning—instead of chasing the same information twice. Create your Fentyr account and turn this outline into a live client flow you can reuse and refine.
FAQ
- What should digital marketing agencies include in client onboarding?
- Cover goals and success metrics, timelines, file and access needs, approval chains, and legal or usage constraints. Fentyr helps you turn that into a repeatable portal-driven flow so clients complete steps in order.
- How is Fentyr different from email and shared folders for digital marketing agencies?
- The most common gap is that channel priorities shift weekly because success criteria are vague Fentyr replaces that with one branded link—structured steps, uploads, and context in one place, so nothing hides in an inbox.
- Can I start with a template and customize per client?
- Yes. Start from the flow above—build a channel-by-channel onboarding workflow with required assets—then tweak it per engagement while keeping a consistent, branded experience.
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Put this playbook into production
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