How do I onboard a new agency client faster with AI?
Run kickoff to capture 6 things into 1 client context file: why they hired you, the win, who approves what, voice, no-go list and history. Load that file into every AI tool. Then drafts, plans and reports start with the client from day 1, and your senior people step out.
Why onboarding drags. Most kickoffs collect logins, brand files and a launch date. That is the easy part. The context lives in the heads of whoever sat on the sales call.
The 6-part kickoff.
- Why they hired you.
- What a win looks like.
- Who can stop a campaign.
- Their voice.
- Words and claims to never use.
- What they tried before.
How AI uses it. Load the file into your AI tools on day 1. First drafts, plans and reports start with the client's rules instead of a blank page.
Who runs it. The account manager runs kickoff. The senior person reviews the file once within 24 hours, then steps out.
Note. AGL does not guarantee financial performance. Results depend on the agency and its accounts.
FAQ
- What should a client kickoff capture?
- The 6 parts: why they hired you, the win, approvers, voice, no-go list and history.
- Can AI run onboarding for us?
- AI can draft from the client file. A person should still run kickoff and approve what ships.
- Where can I get a template?
- The AGL Agency Capacity connector returns a free client context file template for 6 service lines.