Client workflows · 7 min read
A Client Onboarding Checklist for Agencies
Agree scope, owners, inputs, access, approvals, and the first milestone before delivery. Includes a practical client onboarding checklist.
Flotick blog
Client workflows
Practical client workflows guidance for the people who sell, deliver, and review client work.
Client workflows · 7 min read
An Agency Workflow from Enquiry to Handoff
Connect the sales promise to project ownership, review decisions, client updates, and handoff without adding unnecessary process.
Client workflows · 7 min read
Handle Scope Changes Before Scheduling Extra Work
Clarify scope, record requests, assess effort and date impacts, and agree the next action before adding client work.
Client workflows · 7 min read
A Client Approval Process with Clear Decisions
Define the item, version, reviewer, requested decision, and next owner. Keep client feedback distinct from authorization.
Client workflows · 6 min read
How to Scope and Price a Client Retainer
Plan retainer work, capacity, costs, change boundaries, and billing records using explicit assumptions rather than generic rates.
Put the next workflow into practice.
Start with the client onboarding pack. Define scope, owners, approvals, and handoff before choosing how to manage the records.
Get the onboarding checklist