Agency owners: what's the first week of a new client project actually look like for you?

Short summary

Agency owner surveying first-week client onboarding realities: scattered processes, delayed access provisioning, and rescheduled kickoffs are common pain points. Seeking community input on whether agencies have formalized workflows and how AI might improve them.

• •First-week client onboarding is often ad-hoc and chaotic across agencies
• •Common pain points: missing documentation, forgotten access requests, rescheduled calls
• •Author exploring AI's role in improving onboarding processes

Generated with AI, which can make mistakes.