Performance agency onboarding review
Review the campaign brief, clarify individual answers and confirm readiness for delivery.
- Industry
- Agencies
- Team
- Client services, Marketing, Operations
- Use case
- Client onboarding, Client portals
- Tags
- Engagement planning Approval workflow
- Includes
- 1 app
Template preview
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Included items
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Onboarding Admin app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
The Onboarding Admin workspace presents the submitted project brief, completion status, project team and clarification history. Reviewers can ask about an individual answer, request clarification or approve the brief for delivery.
- Submitted brief and completion summary
- Field-specific clarification controls
- Client reply and activity history
- Named project team and approval decision
How to use this template
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Define the project workflow
Choose the client inputs, delivery responsibilities and decisions this project needs.
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Configure the audience
Confirm the Client and Admin responsibilities, project context and visible information.
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Review access and content
Check project permissions, named owners and configured content before using the app with a client.
Frequently asked questions
Who is this configuration for?
Performance-agency account leads and delivery operators responsible for the client project.
Which information does the brief collect?
Campaign context, performance goals, control rules and the approval process, with fields configured for the performance-agency profile.
Can the client save before submitting?
The Client app provides draft saving and progress through the brief steps.
Can supporting files be included?
The onboarding brief has a project attachment field and shows the allowed formats, file count and size limits. Stored attachments offer downloads.
What happens when an answer is unclear?
The Admin workspace can request clarification; the Client brief displays the request and a path to update and resubmit.
Who reviews the submitted brief?
The configured delivery team reviews the project brief. Existing project access and roles determine who can take the approval action.