Also known as: Client onboarding, Customer onboarding
Onboarding is the process of bringing a new client into an agency's workflow — typically including intake, setting up the brand kit, connecting social accounts, defining goals and planning the first content.
A solid onboarding flow is often the difference for agencies between a smooth client relationship and a shaky start. Classic onboarding costs an agency 1-3 days per client: kick-off meeting, gathering brand guidelines, connecting social media accounts, setting up a content strategy, planning the first posts, training the client on the portal.
Modern platforms like Senly shorten this to half a day through automated flows: letting a client fill in their own social handles, uploading brand kits via a wizard, and direct OAuth connection for social platforms.
A new client signs on Friday. Monday they receive a welcome email with an invitation link, fill in the brand profile themselves (logo, colors, target audience, tone of voice), connect social accounts via one-click OAuth and give approval. Tuesday the agency plans the first content. Wednesday the first post goes live.
A brand kit is a collection of brand elements that define a brand's visual and tonal identity — typically including logo, colors, fonts, photography style and writing-style guidelines.
A client portal is a secure online space where an agency's clients can view their content, reports, planning and communication in one place — usually branded with the agency's own identity.
An open standard that lets a user give an external app access to their social media account without sharing a password — one click exchanges a secure token instead.
A social media agency specializes in managing social media channels for clients — typically covering content creation, planning, publishing, community management and reporting.
A marketing agency delivers marketing activities on behalf of clients — from strategy and branding to running campaigns across various channels, including social media.
A client portal is a secure online space where an agency's clients can view their content, reports, planning and communication in one place — usually branded with the agency's own identity.
White-label software is offered under another company's brand name — the end client never sees the software vendor's name, only the brand of the agency using the software.
A brand kit is a collection of brand elements that define a brand's visual and tonal identity — typically including logo, colors, fonts, photography style and writing-style guidelines.
Brandvoice is the consistent writing style and tone a brand communicates in — for example formal-corporate, young-playful or warm-personal — expressed through word choice, sentence length, humor and emoji use.
Client portal, content planning, AI captions, white-label reporting — all in one tool. Try it free for 14 days.