Checklists for agencies
Free, interactive checklists for agency work: starting an agency, launching sites, SEO audits, client onboarding and offboarding, QBRs, finances and security. Tick items off as you go and the page tracks your progress.
Why agencies run on checklists
An agency runs onboarding, production, quality checks, launches and handoffs across several clients at once. When those steps live only in people's heads, some get skipped: a staging site goes live untested, brand guidelines are applied unevenly, or a former client keeps access to shared tools. A checklist turns that knowledge into a repeatable process anyone on the team can follow.
These checklists are written for agencies, not generic productivity. Each covers the decisions and deliverables of one job, from registering your business and choosing tools at startup to a technical SEO audit or a website launch. They are grouped by category below.
Use them as they are, or copy them into your own SOPs. A written process means less depends on one person's memory, new hires get up to speed faster, and clients get the same standard every time.
Agency Operations
Agency startup checklist: Everything you need to launch
Complete checklist for launching a new agency. Cover legal setup, branding, tools, pricing, and client acquisition.
New employee onboarding checklist for agencies
Onboard new agency hires with pre-arrival setup, first-day orientation, tool access and 30, 60 and 90-day milestones.
Agency tech stack audit checklist
Audit your agency's technology stack for cost savings, efficiency, and security. Review tools, integrations, redundancies, and optimization opportunities.
Agency cybersecurity & data protection checklist
Protect your agency and client data with this cybersecurity checklist. Cover access management, data protection, incident response, compliance, and training.
Client Management
Client offboarding checklist: Professional exit process
Client offboarding checklist for agencies: notice and timing, asset and access transfer, final billing, feedback and internal closure.
Client onboarding checklist for agencies
Client onboarding checklist for agencies: welcome and access, discovery, project setup, communication, documentation and the first deliverable.
Quarterly business review (QBR) checklist
Run effective quarterly business reviews with clients. Prepare performance data, assess client health, identify growth opportunities, and plan follow-ups.
Project Management
Keep client work in one place
AgencyPro gives each client a branded portal for projects, requests, files, messages and invoices, so the steps on these checklists happen where the work already lives.