IMPACT

Client Onboarding

Win the client. Get the team ready to deliver.

Use an IMPACT template for every new client: collect the brief, check required files, assign the delivery team and review readiness before kick-off.

A repeatable start for every client

From signed scope to kick-off

  1. Confirm the brief
  2. Collect what is missing
  3. Review readiness
Brief, files and owners ready

Sound familiar?

Sales has promised a start date, but the delivery team is still chasing the signed scope, brand files and account access.

Put it into practice

A new agency client, ready for Monday’s kick-off.

Create a project from your onboarding template. Each request has an owner, a due date and a place for the evidence.

A consultant gathers details from two new clients.
  1. 01

    Confirm the brief

    Record goals, deliverables, contacts and dates in checklist fields. Attach the signed scope for the delivery team.

  2. 02

    Collect what is missing

    Assign requests for brand files and account access. Keep received files and access confirmations with each task.

  3. 03

    Review readiness

    The account lead verifies the brief and required items. Missing information stays visible with an owner to follow up.

  4. 04

    Start the delivery plan

    Assign the first milestone and tasks. Keep the agreed brief beside the plan so the team knows what was promised.

  • Less chasing for files
  • Clear start dates
  • The same checks every time

Let’s walk through your process.

Bring us a task your team knows. We’ll show how to organise the steps, review the results and keep the records.

Book a Demo