Agencies

Project Onboarding Workflow for Agencies

For agencies starting a newly won project, missing assets or unclear approvals can slow the team before delivery begins. This map connects agreed scope, project setup, client inputs, planning and kickoff through the first milestone's sign-off.

Starts when

A client approves a project scope or statement of work.

Ends when

The team has access, kickoff alignment, and an approved first milestone.

Steps in this workflow

1. 1

   Confirm scope and owners

   Record deliverables, exclusions, approvers, budget, and project lead.

2. 2

   Create the project space

   Set up the agreed project board, folders, and communication channel.

3. 3

   Request client inputs

   Collect brand assets, access, contacts, and required source materials.

4. 4

   Build the delivery plan

   Break the scope into milestones, tasks, owners, and review dates.

5. 5

   Run the kickoff

   Align the client and team on goals, feedback, timing, and decision-making.

6. 6

   Approve the first milestone

   Share the first deliverable and record feedback or sign-off.