- ✓Brand filesUploaded today
- ✓Analytics accessAccess confirmed
- 3Approval contactWaiting on client
- ✓Service selectedLocal SEO
- ✓Project created12 tasks prepared
- 3Kickoff confirmedBlocked by contact
Client onboarding
Turn a signed client into a ready delivery workspace
Client onboarding breaks down when information is collected in one place and delivery starts somewhere else. MarketingLokam connects service selection, readiness questions, files, access requests, blockers, and handoff tasks in one workflow built for agencies.
Where fragmented delivery breaks
The missing context creates more work than the missing feature
Agencies lose the thread when client messages, task status, service scope, and delivery decisions sit in different systems. MarketingLokam keeps this work connected to the client record and the workflow it affects.
A consistent first experience
Give each new client a clear sequence for sharing the information your service needs.
Readiness is visible
See completed inputs, unresolved blockers, and who needs to act before work starts.
No handoff rewrite
Use collected onboarding data as operational context for the projects and tasks that follow.
The MarketingLokam workflow
A visible path with an owner at every handoff
- 01
Choose the service
Start with the work the client bought so onboarding questions match delivery needs.
- 02
Request required inputs
Collect business context, files, access, contacts, and service-specific answers.
- 03
Resolve blockers
Make missing information and dependencies visible to both the client and the agency team.
- 04
Hand off to delivery
Create the next work with the collected context already connected to the client record.
- ✓Brand filesUploaded today
- ✓Analytics accessAccess confirmed
- 3Approval contactWaiting on client
- ✓Service selectedLocal SEO
- ✓Project created12 tasks prepared
- 3Kickoff confirmedBlocked by contact
Capabilities and boundaries
Built for the operating job, with the surrounding context intact
Service-based questions
Adapt requests to an SEO, paid media, creative, social, or web-design service.
Client-facing requests
Make it clear what the client needs to provide and why it matters.
Operational readiness
Treat onboarding as a delivery prerequisite, not a one-time welcome checklist.
How the workflow changes by service
The same capability solves a different delivery moment for each agency
Collect analytics, search, CMS, and stakeholder access before audits and content work begin.
See the SEO agencies workflowConfirm ad platform access, conversion tracking, creative inputs, and landing-page ownership before launch.
See the paid media agencies workflowGather the questionnaire, content, technical access, and decision makers before structure and design work.
See the web design agencies workflowQuestions about client onboarding
What teams need to know before changing the workflow
Can each service have different onboarding requirements?
Yes. Service-based onboarding can request the inputs and access relevant to the work being delivered.
What happens when a client has not supplied an item?
The missing item can remain visible as a blocker so the team knows why dependent work is waiting.
Can onboarding lead into a project automatically?
The workflow is designed to hand collected context into the agency's delivery work instead of isolating it.
Put client onboarding into the delivery system
Give the next client workflow a clear path from readiness to review.
Start a MarketingLokam workspace or follow the illustrative delivery flow in the working product demo.