Operations
Agency Client Onboarding
Agency client onboarding workflow from signed contract to first sprint kickoff: welcome, internal project setup, kickoff call, brief documentation, asset collection, and sprint plan approval.
13steps
13connections
Process steps
1
Welcome Email and Kickoff Invite
Account Manager · HubSpot
2
Internal Project Setup
Project Manager · Asana + Slack
3
Kickoff Call
Account Manager + PM · Zoom
4
Brief Documented
Project Manager · Notion
5
Asset Collection from Client
Account Manager · Dropbox + Google Drive
6
Team Assignment
Project Manager · Asana
7
Sprint Plan Drafted
Project Manager · Asana
8
Sprint Plan Sent to Client
Account Manager · Loom + Email
9
Sprint Plan Revised
Project Manager · Asana
10
Project Officially Started
Project Manager · Slack + Asana
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