New clients onboarded before the kickoff call.
Your account managers still own the client relationship. We handle the setup grind so they walk into the kickoff already set up.
A signed SOW lands in your system.
Pulled from your contract platform the moment it is countersigned. No inbox watching, no manual handoff to the AM team.
- 42 min ago Client #CL-4819 B2B SaaS / paid + lifecycle Provisioning
- 28 min ago Client #CL-4820 DTC / paid social + content Provisioning
- just now Client #CL-4821 Mid-market services / full-funnel retainer New
The SOW becomes structured scope.
Deliverables, channels, brand, required accounts, retainer cadence. Extracted into the fields the rest of the system needs.
[Client name]
Scope
Paid media (Meta, Google), SEO content, lifecycle email, monthly reporting
Deliverables
12 blog posts / mo, 4 email campaigns / mo, paid budget management
Accounts to access
GA4, Google Ads, Meta Ads, HubSpot, Mailchimp, Search Console
{ "client_id": "CL-4821", "retainer_months": 12, "channels": ["paid_meta", "paid_google", "seo", "email"], "deliverables_per_month": { "blog_posts": 12, "email_campaigns": 4, "paid_budget_mgmt": "included" }, "accounts_required": [ "ga4", "google_ads", "meta_ads", "hubspot", "mailchimp", "gsc" ], "reporting_cadence": "monthly" }
Sixteen third-party APIs, provisioned per client.
Each new client needs their own scoped access to analytics, ad platforms, CRM, email, project board, time tracking, reporting, and storage. Some flows complete unattended. Others sit on a client admin's approval. The system handles every step it can, and parks the rest in a single inbox the AM owns.
Provisioning timeline · Client #CL-4821
First 8 hours after SOW countersignGoogle Analytics 4
Search Console
Google Tag Manager
Google Ads
Meta Ads
HubSpot CRM
Mailchimp
Slack
Project board
Loom workspace
Reporting dashboard
Shared drive
Google Drive
Time tracking
Creative library
Support inbox
LinkedIn Ads
Billing platform
Per-client OAuth across 16 external APIs is half the build. We do it once, then your team doesn't think about it again.
Moving to brand capture →Brand and voice, ingested and codified.
Existing site, social, past campaigns, brand guidelines if they exist. The system reads what they have and packages it into a working brand kit your creatives can use day one.
Client #CL-4821 · brand kit
Tone, voice, visual, copy library
A 30/60/90 plan, drafted in the AM's voice.
This is the judgment layer. The system replicates the setup playbook your best AMs already use, so a draft plan exists before the kickoff call instead of after it.
- Review existing GA4, ad accounts, and CRM data hygiene
- Lock baseline metrics: CAC, ROAS, MQL volume, CPL by channel
- Ship 4 blog posts on existing high-intent topics
- Restructure Google Ads account into 3 priority campaigns
- Launch first lifecycle email sequence (welcome + re-engagement)
- Roll out 8 more SEO posts targeting mapped keyword clusters
- Stand up Meta Ads with 2 creative concepts in test
- Add lifecycle nurture flow for nurture-stage contacts
- First monthly reporting review with client stakeholder
- Reallocate paid budget based on first-30 ROAS by campaign
- Double down on winning paid creative, kill underperformers
- Publish first pillar piece tied to top-cluster keyword
- Lifecycle: launch post-purchase and win-back sequences
- Quarterly business review prep with full attribution view
- Plan next-quarter scope adjustments with client
A one-page brief, sitting in the AM's inbox.
Everything the assigned account manager needs to walk in confident. Client context, what's already done, what's pending, what to say in the first 10 minutes.
Client #CL-4821 · kickoff brief
Assigned AM · full-funnel retainer · 12 months
Already set up
- 13 of 16 tools provisioned, including GA4, GSC, Mailchimp, Slack, project board, reporting dashboard
- Brand kit captured: tone, voice samples, asset library tagged by use case
- 30/60/90 plan drafted in the AM's standard format, mapped to retainer deliverables
- First-30 content calendar populated with 4 ready-to-write SEO posts
Pending from client
- Google Ads MCC link · OAuth request sent, needs client admin approval
- Meta Business Manager partner accept · OAuth request sent
- HubSpot portal invite · needs client admin to add our seat
Talking points for the kickoff call
- Walk client through what we already did, in case they did not realize
- Confirm the 3 OAuth approvals are with the right admin contact
- Validate the 30-day priorities match what the client expects
- Lock the cadence for weekly check-ins and monthly reporting
The AM walks in to run the relationship.
The setup grind that used to eat the first two weeks is already done. The AM spends the kickoff doing what AMs are actually good at: building the relationship and aligning on outcomes.
Kickoff ready
Client #CL-4821 · full-funnel retainer
- 01 Tool stack · provisioned Ready
- 02 Brand voice + assets · ingested Ready
- 03 30/60/90 plan · drafted Ready
- 04 Kickoff brief · in AM inbox Ready
- 05 Client OAuth approvals · awaiting client Pending
The AM owns the relationship from minute one. The system owns the setup.
Same AMs. The kickoff grind disappears.
Account managers still own clients. They just stop spending the first two weeks of every retainer building accounts and copying brand guidelines into a doc.
Want one for your agency?
Record a 5-minute voice memo about how you onboard clients today. We'll show up to our call with a system already designed for it.
Tell us about your agency Backed by our 6-week guarantee