Field notes on client onboarding

The access-request marathon that follows every signed contract is the real onboarding bottleneck. Here is what dedicated client onboarding software does about it — and the features that actually save agencies time.

Every new client sends the same request into a multi-day email thread: "can you send us access?" Here is the workflow that turns access requests from a bottleneck into a 5-minute checkout — across Google, Meta, TikTok, LinkedIn, WordPress and more.