Client intake services for marketing agencies

AssistBPO's client intake services for marketing agencies make the first 2 weeks of a new retainer run to a checklist rather than a scramble. Onboarding questionnaires sent and chased, brand assets and guidelines collected, access to ad accounts, GA4, Search Console, social profiles and the website granted through your business manager, goals and reporting preferences captured and the kickoff prepared with everything in one folder.

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This page Marketing agencies Client intake services for small business

How does client intake work for agencies?

Slow onboarding costs an agency twice: the client's first impression and the weeks of retainer spent chasing logins. Your AssistBPO intake specialist works your hours on a structured intake for every new client, walks the client's marketing contact through your questionnaire by call and form, tracks completeness per client, records everything in your CRM and project tool with approvers attached and hands the account manager a complete pack before kickoff. The same desk qualifies inbound new-business inquiries with your questions and books them with the owner, and runs project intake for one-off work such as a website build or a rebrand. Nothing starts with a missing password.

What tasks does client intake cover for marketing agencies?

  • Send and chase onboarding questionnaires and brand asset requests
  • Collect access to ad accounts, GA4, Search Console, social profiles and the website via business manager roles
  • Capture goals, KPIs, approvers, reporting preferences and brand rules
  • Record everything in HubSpot or GoHighLevel and ClickUp or Asana with approvers attached
  • Track completeness per client and follow up on day 1, 3 and 7
  • Prepare the kickoff pack and agenda for the account manager
  • Qualify inbound new-business inquiries and book them with the owner
  • Run project intake for website builds, rebrands and one-off campaigns

The KPI that matters here

Days from signed proposal to complete access and a delivered kickoff pack, and the share of new clients live within your target onboarding window.

What rules does client intake follow for agencies?

  1. FTC Endorsement Guides for testimonials and influencers. Client testimonials, reviews and influencer posts the assistant handles carry the disclosures the FTC's Endorsement Guides (16 CFR Part 255) require. We never draft fake reviews, invent testimonials or post undisclosed paid content for a client.
  2. CAN-SPAM and TCPA for client campaigns. Email campaigns built for clients include sender identity, a physical address and a working unsubscribe under the FTC's CAN-SPAM Act. SMS campaigns and outbound calls run with lawful consent and do-not-call scrubbing under the FCC's TCPA rules.
  3. PECR, CASL and the Spam Act outside the US. For UK, Canadian and Australian agencies and their clients, electronic marketing follows PECR (ICO), CASL (CRTC) and the Spam Act 2003 (ACMA): consent captured, sender identified, opt-outs honored within the statutory window.
  4. Client accounts and licensed assets. Assistants access client ad accounts, analytics and social profiles through your agency's business manager or partner access, never shared passwords, and use only stock, fonts and music the agency or client has licensed.

Agencies software we work in

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More for marketing agencies

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Client intake in other industries

Frequently asked questions

What does an agency onboarding intake need to capture?

Company and contacts with roles and approvers, goals and the KPIs the client will judge you on, target audiences and offers, brand guidelines and assets, tone rules, competitors, existing campaigns and their history, access to ad accounts, analytics, tag manager, social profiles, the website and the CRM, reporting cadence and format, billing contact and any legal or compliance constraints such as regulated claims. The specialist collects these in your order and records them where your team works.

How is platform access collected without sharing passwords?

Through partner and business manager roles: Meta Business Manager partner access, Google Ads manager account links, GA4 and Search Console user invitations, LinkedIn Campaign Manager roles, WordPress user accounts and CRM user seats. The specialist sends the client step-by-step instructions for each, checks access is working and records what was granted. Where a client insists on sharing a login, it goes into your password manager through a secure invite, never email or chat.

Can the same desk qualify inbound new-business inquiries?

Yes. Inquiries from your website form, shared inbox or the receptionist are called or emailed within the hour with your qualification questions: what they need, budget range, timeline, team and how they found you. Qualified prospects are booked with the owner or new-business lead with the answers attached in HubSpot or GoHighLevel. Unqualified inquiries get the courteous next step you define. Speed and consistency here are usually the easiest win in an agency's own funnel.

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Next step

Your desk, staffed. Wherever you are.

Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours.

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  • A named assistant proposed within 72 hours
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