CONVERTEC

Agency Operations

The Client Onboarding Playbook for Growth Agencies

The onboarding structure that determines whether a client relationship compounds for years or churns in month four — and the specific questions to ask before any work begins.

Most agency churn is decided in the first 30 days, long before results are even possible — it's decided by whether the client felt organised, informed, and heard during onboarding. This playbook covers the discovery structure, access/handoff checklist, and 30-day milestone plan we use to make sure that first impression is earned, not left to chance.

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