Runs the first two weeks of a new agency client: the kickoff checklist, the logins and brand assets you have to chase, who's who on their side, and — before any work starts — who actually approves.

What's inside

• Onboarding Steps — the plan as tasks, so it lands in My Tasks, the agenda and workload. Each step carries a phase, a day offset from kickoff, and whether it is waiting on you or on the client
• Access & Assets — the chase list: logins, brand files, domains, analytics. Each one is Requested, Received or Blocked, and names who you are chasing
• Stakeholders — the client's people, and crucially their decision role: Approver, Day-to-day, or Informed
• Clients — one record per new client, with the package sold and an onboarding state
• Dashboards — steps by phase, what is waiting on the client, and the outstanding asset chase

Why "decision role" is a column: the most expensive thing you can skip at onboarding is naming the one person whose approval is final. Agencies that don't do it discover the answer in week nine, halfway through round five. Filling this field takes ten seconds and is the cheapest insurance in the template.

No module required, so it installs into any workspace. Pairs with Agency Client Delivery, which takes over the moment onboarding is done.