Agency client onboarding that starts with a plan.
Client onboarding software for agencies and freelancers: turn a prospect's details and goals into a pitch-ready marketing roadmap, download it to send as your proposal, then save them as a client in one click.
Included in the Solo and Agency plans. See pricing
What Client Onboarding does
A better way to onboard agency clients
Good onboarding starts before the client signs. A clear plan for what you'll do first, next and later wins the work, and the same plan sets the work up once they say yes.
Start with their goals
Enter the prospect's business details and what they want to achieve: more enquiries, a new service area, a launch. Vantage builds a marketing roadmap around them, not a template, with what to do first, next and later and why each step matters.
A roadmap you can pitch from
The roadmap is written to be sent. Download it as a PDF, or as a Word document to edit, add your prices and scope, and send it as your marketing proposal. Prospects can see exactly what they're paying for and in what order.
Set up once, used everywhere
When they sign, save them as a business in one click. Their details carry through to every other tool, so audits, plans, copy and reports all start from what you already know about them.
What good agency client onboarding covers
Agree the goals and how you'll measure them before the work starts. Connect the client's Search Console and Google Ads accounts so you can see their data from day one. Run a Website Auditor check and an SEO Auditor check on their main pages to set a starting score.
That starting point is what makes your first report convincing: three months later, you can show the score and the search numbers moving, not just a list of tasks completed.
Pairs with Prospect Finder
Find the lead with Prospect Finder, pitch them with the roadmap, then onboard them with the plan already in place. From there, the Marketing Plan turns real audit findings into the month-by-month work, and Client Reports shows them the results.
Three steps
Enter the prospect's business details and goals.
Generate the roadmap.
Download it to send, and save them as a business.
Uses a few AI credits for each roadmap.
Everything connects
Common questions about our client onboarding software
What does client onboarding software do?
It turns a new client, or a prospect, into a plan and a set-up workspace. Vantage builds a marketing roadmap from their details and goals and saves them as a business ready for the work.
Is it a marketing proposal generator?
The roadmap is written to pitch from: what to do first, next and later, and why. Download it as a PDF or Word document, add your prices, and send it.
Can I edit the roadmap?
Yes. Download it as a Word document and change anything before you send it.
Does it use AI credits?
A few for each roadmap, from your monthly allowance.
See Client Onboarding on your own business
Vantage is in open beta. Join for £5 and get every tool with 100 AI credits. Access ends when the beta closes.