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Playbook

The agency client onboarding checklist

Last updated: August 2026

A good onboarding checklist front-loads access so work starts on day one. Here's the sequence that gets campaigns live in under a week.

The playbook

  1. Send the contract and welcome pack.
  2. Send one access-request link covering every platform.
  3. Confirm access landed on your side.
  4. Set up reporting and tracking.
  5. Record what access was granted for offboarding.

The shortcut

HandItSafe was built for exactly this. One link requests the access you need through each platform's official process, your client keeps a panel to see and remove it, and every change is logged — so onboarding is fast and offboarding is clean.

FAQ

Frequently asked questions

A step-by-step onboarding checklist for agencies?

A good onboarding checklist front-loads access so work starts on day one. Here's the sequence that gets campaigns live in under a week.

How does HandItSafe help?

It requests the right access in one link using official partner systems, gives the client a control panel to remove access anytime, and logs every grant and removal for clean offboarding.

Keep reading

Related

Client onboarding for agenciesThe client offboarding processHandItSafe vs Leadsie

Skip the whole thing — send one link.

HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.