Onboarding Audit & Playbook
A structured review of your current client intake, kickoff rituals, and handoff points — delivered as a written playbook your team can follow.
Who this is for
Creative, marketing, and communications agencies with five to forty staff who onboard new clients at least once a month. You may be growing quickly, merging account teams, or simply tired of rebuilding welcome steps for every contract.
What you receive
- Current-state map — We trace your onboarding from contract signature through first deliverable, noting every form, email, meeting, and approval gate.
- Gap analysis — We identify where clients wait too long, where context is lost between sales and delivery, and where your team duplicates effort.
- Written playbook — A practical document covering kickoff agendas, asset request lists, internal handoff checklists, and client-facing timelines. Written in plain language your account managers can use without extra training decks.
- Prioritised action list — Ranked changes you can implement in the next thirty, sixty, and ninety days.
What is included
- Kickoff call with your leadership or operations lead
- Review of existing templates, emails, and intake forms (up to eight documents)
- Interviews with two to four team members (sales, account management, production)
- One feedback session to walk through draft findings
- Final playbook delivered as PDF and editable document
What is not included
- Ongoing account management or client-facing delivery
- Software procurement or system integration
- Legal review of contracts or terms of service
Process and timeline
Week 1: Discovery interviews and document collection.
Week 2: Draft current-state map shared for internal review.
Week 3: Gap analysis and playbook outline presented to your team.
Week 4: Final playbook and action list delivered.
Provider
Delivered by a senior consultant from Linkflow Core Advisory with fifteen years of agency operations experience across brand, digital, and PR environments in Taiwan and Southeast Asia.
Preparation
Gather your most recent welcome email, kickoff deck, intake form, and any internal handoff notes. Identify who owns sales-to-delivery transitions in your studio.
Next step
Request an audit with your agency type, team size, and typical contract structure. We confirm scope and availability within two business days.