15/10/2026
The first 30 days of a new client relationship
You've landed a new client. Brilliant! 🎉 Now the real work begins...
Those first 30 days can make or break a client relationship.
It's when expectations are set, trust is built and your client decides whether they've made the right choice.
But when you're busy juggling existing projects, it's tempting to dive straight into delivery without giving onboarding the attention it deserves.
Here's a simple checklist to help you get things off to a great start.
Week 1
Get to know each other
Arrange a proper kick-off meeting. Understand their goals, agree on deliverables and establish who's responsible for what.
Week 2
Get organised
Finalise timelines, agree communication preferences and make sure everyone has the information they need.
Week 3
Keep communicating
Don't wait for your client to ask for an update. Let them know what's happening, what's coming next and whether anything needs their attention.
Week 4
Check in
Ask how they're finding the experience so far. Is everything meeting their expectations? Is there anything you could do better?
A smooth onboarding process doesn't just make your agency look professional. It saves time, prevents misunderstandings and helps build stronger, longer-lasting relationships.
And the best bit? Once you've got a good process in place, you can use it for every new client.