AI agency operations
AI Agency Client Onboarding Checklist
A kickoff checklist for AI automation agencies and consultants that need clear scope, approved examples, review owners, and support boundaries before delivery starts.
Use public service pages, approved fictional examples, or approved anonymized scenarios only. Do not collect private client records, credentials, API keys, customer exports, call recordings, regulated files, payment data, passwords, or one-time codes.
Kickoff Checklist
- Confirm the business workflow in one sentence.
- Confirm the first delivery owner and the final reviewer.
- Confirm what is in scope for the first delivery.
- Confirm what is explicitly out of scope.
- Confirm whether examples are public, fictional, or approved anonymized examples.
- Confirm the review cadence and final handoff location.
- Confirm who approves customer-facing wording.
- Confirm escalation rules for uncertain, sensitive, or unsupported requests.
Safe Context To Request
- Public website or service page.
- Public help center article.
- Approved fictional scenario.
- Approved anonymized process note with no client-identifying details.
Do Not Request
- Passwords, one-time codes, API keys, or private tokens.
- Private customer exports, CRM exports, or private support tickets.
- Payment data, medical records, legal case files, or regulated records.
- Call recordings, raw transcripts, or production credentials.
Buy The Full Kit
The 129 USDT AI Agency Client Onboarding Kit includes this checklist plus discovery, handoff, training, support-boundary, and weekly reporting templates.