Agency Onboarding
Agency onboarding
Agency onboarding turns a signed agreement into safe access, shared priorities and a workable first month. It should produce a clear operating arrangement, not …
Section
Agency Onboarding
Agency Onboarding
Agency reporting and accountability
Set up agency reporting that connects delivered work, audience response and business outcomes with clear sources, caveats and decisions.
Agency Onboarding
Agreeing on a realistic first-month work plan
The first month should establish access, a trustworthy baseline and a small set of improvements. Promising a full strategy, new creative, repaired measurement and …
Agency Onboarding
Agreeing who owns creative files and campaign accounts
An agency may deliver finished ads while keeping the editable source files, or manage campaigns in an account the client cannot control.
Agency Onboarding
Changing agencies
Plan an agency change around notice, account access, working files, live campaigns and clear responsibilities during the overlap.
Agency Onboarding
Choosing a practical agency communication cadence
Set agency check-ins, written updates, response routes and escalation around the decisions your work actually needs.
Agency Onboarding
Choosing a report that connects work to agreed outcomes
Choose an agency report that traces agreed outcomes through delivered work, observed response and the next decision.
Agency Onboarding
Collecting working files and campaign history
Request usable creative files, campaign settings, reports and decision records for an incoming agency, subject to agreement and licence limits.
Agency Onboarding
Ending an agency engagement with a clear handover record
Close an agency engagement with a record of accepted work, live activity, files, accounts, information, invoices and open items.
Agency Onboarding
Giving an agency access without surrendering account ownership
Grant an agency the access needed to do agreed work while keeping a client administrator and a clear exit route. Shared passwords make it hard to see who changed …
Agency Onboarding
Giving consolidated feedback to an agency team
Combine internal comments into one actionable agency response, resolve conflicting instructions and keep final approval clear.
Agency Onboarding
Handling a change of account manager
Use a focused handover to protect live deliverables, approvals, decisions and contacts when an agency account manager changes.
Agency Onboarding
Managing an agency relationship
Set clear contacts, feedback, decisions and escalation paths so client and agency teams can work through changes and delivery issues.
Agency Onboarding
Managing the overlap between an outgoing and incoming agency
Assign live changes, approvals, reporting and incident decisions while outgoing and incoming agencies work through a transition.
Agency Onboarding
Planning a handover without losing access to accounts
Map account administrators, confirm incoming permissions and check Google Ads dependencies before removing an outgoing agency’s access.
Agency Onboarding
Recording decisions so scope does not drift
Use a concise decision record to distinguish proposals, approvals and scope changes during an agency engagement.
Agency Onboarding
Recording the approval process in an agency engagement
Approval should connect a named person to a specific version and consequence.
Agency Onboarding
Reviewing a content deliverable against the brief
Check an agency content draft for reader fit, required information, factual support and final-version approval.
Agency Onboarding
Running a kickoff around outcomes and responsibilities
A kickoff is useful when it resolves choices that would otherwise stall delivery. Send factual background before the meeting and use the live time to agree on …
Agency Onboarding
Sharing business context without exposing unnecessary data
An agency needs enough context to make sound decisions, but it rarely needs the whole customer database on day one. Match each data request to a task, a permitted …
Agency Onboarding
Tracking repeated delivery problems with evidence
Record specific agency delivery misses, check client dependencies and verify whether corrective action solves a repeated problem.