Onboard a new client the day they sign.
The moment a client signs, Patricia spins up the workspace and folders, works the onboarding checklist, chases the assets and access you need, and books the kickoff. Week one feels sharp and organised instead of a scramble to remember the steps.
🎉 Vantage signed. Onboarding kicked off, here's where it stands:
- Created the Vantage project, channel and Drive folder from the template
- Access requested: Meta and TikTok ad accounts, brand kit, analytics
- Kickoff proposed for Thursday, waiting on the client to confirm
@Pati assign the checklist to Iris and chase the ad-account access.
Done. Onboarding checklist is assigned to Iris with due dates, and I've sent the access request to the Vantage contact with exactly what we need and how to grant it. I'll chase anything still open on Monday and confirm the kickoff once they pick a time.
The old way
How agencies do this today.
A new client is the best moment to look professional, and it is usually the most chaotic week the agency has.
The checklist in someone's head
Onboarding depends on one person remembering the fifteen steps, so a different one gets skipped every time.
The week-one asset chase
Access, brand files, ad accounts and logins get chased one email at a time, and the first real work slips a week.
The messy first impression
The client's first experience is a disorganised kickoff and three separate requests for the same things they already sent.
Inside Patricia
What it looks like when she owns it.
Setup
Running in minutes, then it's hers.
Step 1
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Step 2
Connect Asana and Drive
So she can run your onboarding checklist and spin up the project, channel and folders from your template.
Step 3
Build the template once
Your standard onboarding steps, the access you always need, and the folder structure. She reuses it for every new client.
Step 4
She runs it on signing
Workspace set up, checklist assigned, assets and access chased, kickoff booked, so week one is organised from the first hour.
Client onboarding
What she takes off your plate.
Real behavior of the skill, not a feature list.
Sets up the workspace instantly
Project, channel and Drive folders created from your template the moment a client signs, so there is nothing to build by hand.
Works the checklist for you
Your standard onboarding steps assigned with owners and due dates, so the same one never gets skipped because it lived in someone's head.
Chases access and assets
Ad accounts, analytics, brand files and logins requested from the client with exactly what you need and how to grant it, then chased until they land.
Books the kickoff
She proposes times, confirms with the client, and puts the kickoff on the calendar, so week one starts with a real meeting.
One clean first impression
The client sends things once and meets an organised team, so the relationship starts the way you want it to continue.
Reuses your playbook
Every onboarding runs off the same template, so the fifth client this quarter is as sharp as the first.
Say it like you'd say it
Things to ask her on day one.
Onboard Vantage, they just signed
Set up the project, channel and Drive folders for the new client
Chase the ad-account and analytics access
Assign the onboarding checklist to Iris
What's still outstanding on the Vantage onboarding?
Keep going
One skill down. She has more.
Patricia's value compounds when the whole workflow lives with her, not just one job.
Patricia + Slack
Where the new client channel is created and where the whole onboarding is tracked and chased.
FAQ
Client onboarding, answered.
What does Patricia actually set up?
The project, the Slack channel and the Drive folders from your template, the onboarding checklist with owners and due dates, the access and asset requests to the client, and the kickoff meeting. All from the moment the client signs.
How does she know our process?
You build the onboarding template once, your steps, the access you always need and the folder structure, and she reuses it for every new client, so nothing is remembered from scratch.
Does she chase the client for things?
Yes. She sends the access and asset requests with exactly what you need and how to grant it, then follows up until they land, so week one is not spent chasing logins.
Can it trigger automatically on signing?
Yes. Point it at your deal-won signal or just tell her a client signed, and she kicks off the whole onboarding without anyone opening a checklist.
Is this all Patricia does?
No. Onboarding is one job. The same teammate handles proposals, client reporting, meeting recaps, and the rest of the work agencies hand her, all in the same Slack.
One of the jobs agencies hand her. See more admin use cases or browse them all.
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.