The DOT Shop for Marketing Agencies

We’ve written the book on how to manage clients inside Marketing Agencies. Now, it’s all yours. Download our proven agency systems & processes. From SOPs to email templates, and training for your client-facing team, you’ll find it here on the DOT SHOP.

Client Onboarding Checklist for Marketing Agencies

How to onboard clients into a marketing agency. SOP for client onboarding. Asana, ClickUp, Monday.com, Trello, Teamwork or Notion— use this Client Onboarding Checklist to make your agency run smooth!

Client Onboarding Checklist for Digital Marketing Agency

FREE TEMPLATE

Client Onboarding Checklist

Make Onboarding Clients a Piece of Cake. Download our free Client Onboarding Checklist created for Marketing Agencies.

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Client Onboarding Toolkit for Marketing Agencies

COMPLETE TOOLKIT

Complete Onboarding Package

Everything you need to know about onboarding. 24-page, Step-By-Step Guide, 22 In-Depth Video Tutorials, 18+ Tools and Templates. It’s a no-brainer if you are onboarding any client.

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CAM School

Meet the CAM School, a comprehensive training program for your in-house Client Account Managers to fast-track their understanding of the digital marketing industry, campaigns, and how to make (and keep) your clients happy.

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