Agency Client Onboarding Template
Everything you need to onboard a new client brand into your AI content production system — brief, voice, goals, approval contacts, and platform preferences in one session.
What this template captures
When you onboard a new client brand into LaserPulse, the quality of your first campaigns depends on the quality of your initial brief. This template structures that conversation — so you capture everything the AI production system needs to produce on-brand content from run one.
Agency plan note: LaserPulse Agency plan supports up to 15 independent brands. Each brand has its own voice profile, publishing connections, and campaign history. Complete this template once per brand at onboarding.
Onboarding sections
Brand basics
Company name, industry, target audience, key differentiator, and primary business goal for content.
Brand voice profile
Voice adjectives, approved phrases, forbidden phrases, and tone by platform. This feeds directly into brand voice training.
Content goals and themes
Quarterly content pillars, campaign frequency, priority platforms, and success metrics.
Approval workflow
Who reviews content, who approves, turnaround expectation, and escalation contacts.
Template preview
Client Brand Brief
Time to complete
A thorough onboarding session takes 30 to 45 minutes. Agencies using this template report that a well-completed onboarding document reduces first-campaign editing time by 40 to 60 percent compared to starting cold.
Related resources
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