Every kickoff is bespoke
Each new account manager runs onboarding their own way. There's no shared template, no shared definition of 'ready', and no shared expectations for the client.
Agency Operations Hub
How agencies build a repeatable client kickoff.
An operations-led playbook: the templates, account-management process, and systems agencies use to make every kickoff identical — so creative work starts on time, every time.
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Sound familiar?
If you run a agencies business in the US, at least one of these hits home.
Creative starts before the brief is complete
Kickoff happens before assets, approvals, and credentials are in hand. Delivery suffers. The client blames the agency. The agency blames the AM.
Account management is the bottleneck
One person manually chasing every client, every time — and they have actual client work to deliver. Every hour spent on follow-up is an hour not spent on results.
Onboarding state lives in someone's head
When the AM goes on holiday or leaves, nobody else knows where each new client is in the kickoff process. The agency rebuilds context from scratch.
How it works
Agencies that scale past 30 accounts standardise onboarding before they hire the next AM — repeatable templates, enforced steps, and a single dashboard across every active kickoff.
Build your template once
Define every document, question, signature, and required step for your service type. Takes under 20 minutes. Reuse it for every client after that.
Send one link when a client signs
Clients see exactly what they need to do, in order. No login required. No confusion about where to send things.
Track completion — stop chasing
Automated reminders handle overdue tasks. Your dashboard shows what's done, what's pending, and what's overdue — across every active onboarding.
Everything agencies teams need
Onboarding templates
Build once, reuse for every client
Required step enforcement
Clients can't skip mandatory items
Automated email reminders
No manual follow-up — ever
Real-time progress dashboard
See every onboarding at a glance
E-signature collection
Agreements signed inside the portal
Document upload
Secure, structured file collection
Audit trail with timestamps
Defensible record of every step
Team roles (RBAC)
Right access for every team member
No login required for clients
Clients complete intake from a link
Agency Pro — White-Label Plan
White label client onboarding software — your brand, your portal.
With Agency Pro, every client portal carries your agency's logo, colors, and domain. Clients never see ClientEnforce — they see a premium, branded onboarding experience that builds trust from day one.
Built for agencies billing retainers — recover the cost in one saved hour per client.
- White-label client portals (your brand)
- Custom domain for portals
- Unlimited active onboardings
- Unlimited templates
- Everything in the Scale plan
- Dedicated onboarding support
Simple, transparent pricing
Start free. Upgrade as your onboarding volume grows. No long contracts.
Solo
$0/month
Test your onboarding flow and get your first client live.
- 1 admin user
- 1 onboarding template
- Client portal link per onboarding
- Document uploads + e-signatures
- Up to 5 active onboardings
Most popular
Team
$37/month
For small US teams running client onboarding at pace.
- Up to 5 admin users
- Up to 10 templates
- Automated reminders (email)
- Audit timeline + evidence export
- Up to 50 active onboardings
Best value
Scale
$99/month
For teams onboarding at volume who need stronger controls.
- Up to 15 admin users
- Unlimited templates
- Everything in Team
- Advanced reporting
- Up to 200 active onboardings
Best for agencies
Agency Pro
$149/month
White-label portals + unlimited onboardings for agencies that sell the experience.
- Everything in Scale
- White-label client portals (your brand)
- Custom domain for portals
- Unlimited active onboardings
- Dedicated onboarding support
No credit card required · 30-day money-back guarantee · Cancel anytime
Free Download
The US Agency Onboarding Checklist
The exact steps top US agencies use to onboard clients without chasing.
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Frequently asked questions
Yes. With the Agency Pro plan, your client portals display your branding — your logo, your colors, your domain. Clients never see ClientEnforce branding.
Yes. Build separate templates for retainer clients, project engagements, campaigns, and more — then reuse each one across every new client in that service line without rebuilding from scratch.
No. Clients receive a secure link and complete their onboarding directly in the portal — no login, no app, no friction.
Most agencies launch their first onboarding template in under 20 minutes. You build the template once, then reuse it for every new client in that service line.
Want the product, not the playbook?
If you're past the planning stage and ready to ship a repeatable kickoff system, see the dedicated product page below. Or start free and build your first template in 20 minutes.