Agency onboarding checklist for a new clinic client
A checklist for the first 14 days after the contract is signed: access, tracking, brand and compliance inputs, the clinic's sales process, and the reporting setup.
- agency
- client onboarding
- account access
- tracking
- Type
- Checklist
- Topic
- Agency operations
- Time
- 10 minutes
- Inside
- 26 checklist items and 1 field note
- Added
- October 14, 2026
Most agency-clinic relationships either get set up properly in the first two weeks or limp along for months with missing access and fuzzy expectations. Open this list the day the contract is signed and put an owner and a date next to every line. No ads go live until the list is complete.
The rest is for members
The rest of this item includes 26 checklist items and 1 field note. Members see the full version and can copy any template in one click.
Locked sections
- Legal and admin (days 1-2)
- Access (days 1-3)
- Tracking (days 3-7)
- Brand, content, and compliance (days 3-10)
- Sales process (days 5-10)
- Reporting (days 10-14)
Copy templateAgency operations
Proposal outline for clinic marketing services
A 9-section outline for the proposal you send a clinic owner: current situation, goals, scope, timeline, fees, responsibilities, and a compliance note, with tips for each section.
- agency
- proposal
- templates
12 min9 entriesMembers onlyCopy templateAgency operations
Monthly retainer scope: in, out, and change requests
A scope document to attach to the contract: monthly deliverables, out-of-scope work, the change-request process, approval times, and rollover rules. It stops scope creep before it starts.
- agency
- scope
- contract
10 min2 templatesMembers onlyPlan and calendarAgency operations
Client kickoff meeting: a 90-minute agenda
A minute-by-minute agenda for running your first meeting with a new clinic client without losing focus, with the questions to ask, a prep list, and the recap message to send afterward.
- agency
- meetings
- agenda
8 min7 entriesMembers only