# How to Onboard a Marketing Agency in the First 30 Days: Editable Worksheet

This worksheet accompanies [the Agency Field Guide article](https://agencyfieldguide.com/guides/how-to-onboard-a-marketing-agency) by Tim Kilroy.

Copy this document into your preferred editor. Replace the bracketed prompts with your details, remove inapplicable items and agree on the result with the people responsible for the work. Keep confidential information in an appropriately controlled location.

## Use this joint onboarding plan.

Fill in dates and owners appropriate to the assignment.

- The agency will confirm its understanding of [business problem and scope] with [client approver] by [date].
- [Owner] will complete the sales-to-delivery handoff and record unresolved questions.
- [Client owner] will approve access to [systems] through [security process].
- [Agency owner] will document the baseline and its limitations by [date].
- We will agree on [initial priorities] and the client's required contribution by [date].
- [People] will approve work using [criteria and process].
- We will keep existing activity operating under [transition responsibility].
- We will review readiness, delivery and early evidence on [date].

Use [the information checklist](https://agencyfieldguide.com/guides/what-information-your-marketing-agency-needs) to prepare your inputs and [the expectations guide](https://agencyfieldguide.com/guides/what-to-expect-from-your-marketing-agency) to settle responsibilities before recurring work begins.