--- title: Marketing Agency Onboarding Workflow - Kenly Use Case description: Complete client onboarding workflow for digital marketing agencies using Kenly. Forms, contracts, tasks, and portal access. keywords: marketing agency onboarding, agency workflow, client intake process, marketing onboarding automation ---
🎯 Use Case: Marketing Agency Onboarding Flow
Skill Level: 🟡 Intermediate Industry: Digital Marketing Agency Team Size: 5–20 people Goal: Onboard new retainer clients in 3 days instead of 3 weeks ---The Problem
Before Kenly:- 8+ back-and-forth emails per client
- 2–3 onboarding calls
- Chasing clients for brand assets, logins, and contracts
- 2–3 weeks before project kickoff ---
- Business goals (long answer)
- Target audience (short answer)
- Current marketing channels (checklist)
- Brand colors (short answer)
- Logo files (file upload)
- Competitor websites (short answer)
- Google Analytics access (yes/no)
- Social media logins (file upload: CSV or doc) Time saved: All info collected in one place, no email threads. ---
- Logo (PNG, SVG)
- Brand guidelines (PDF)
- Product images (ZIP or individual uploads)
- Previous campaign materials (optional) Time saved: No Dropbox links, WeTransfer chaos, or lost files. ---
- [ ] Grant access to Google Ads
- [ ] Add agency as Facebook Business Manager admin
- [ ] Share website login credentials
- [ ] Approve initial campaign themes Clients check off tasks as they complete them. You see real-time progress. Time saved: No "did you do this yet?" emails. ---
- Onboarding time: 3 weeks → 3 days
- Client emails: 8+ → 1–2
- Onboarding calls: 2–3 → 0 (optional)
- Missing info: Common → Rare ---
- Retainer contract
- Brand asset form
- Access checklist Apply to any new client in one click. --- Next Steps:
- Create your own template
- See another use case
- Return to documentation