Client onboarding software
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.
Run this playbook in Fentyr with a branded client portal—get started today.
Common onboarding gaps for pr agencies
- Approved messaging and off-limits topics aren’t written for new account teams.
- Spokesperson calendars and embargo rules live in scattered emails.
- Coverage goals and what “success” means are assumed, not documented.
How Fentyr supports pr agencies
- Run structured intake for narratives, proof points, and executive bios.
- Attach past coverage, competitor mentions, and brand guidelines.
- Keep approvals and file uploads tied to the same secure client hub.
Why teams standardize onboarding
Pitch with alignment: onboarding that protects clients and your account team.
For pr agencies, that most often comes down to one thing: keep approvals and file uploads tied to the same secure client hub—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 pr 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 pr agencies?
- The most common gap is that approved messaging and off-limits topics aren’t written for new account teams 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—run structured intake for narratives, proof points, and executive bios—then tweak it per engagement while keeping a consistent, branded experience.
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