What is client onboarding for agencies?

Why it matters for agencies

Access is the biggest bottleneck: manually it takes 3–5 emails over several days. Tools like HandItSafe collapse the access step into a single link the client approves in minutes.

The short version

If you're an agency or a client trying to get set up quickly: client onboarding is the process a marketing agency runs at the start of an engagement — collecting information, signing contracts, and getting access to the client's marketing accounts so work can begin. The practical takeaway is that you should never need to share a password to make this work — every major platform has an official way to grant access, and it can always be removed later.