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leaders",{"id":530,"name":531,"alternativeText":37,"caption":37,"width":31,"height":31,"formats":37,"hash":532,"ext":353,"mime":354,"size":533,"url":534,"previewUrl":37,"provider":357,"provider_metadata":37,"createdAt":535,"updatedAt":535,"documentId":536,"publishedAt":360,"focalPoint":37},16238,"webinars.svg","webinars_b295fc2850",0.68,"https://s3.us-east-2.amazonaws.com/whatagraph.com/webinars_b295fc2850.svg","2026-01-14T13:40:51.403Z","risc1zt1hxx1o5hg2thlmsy8",{},{"data":539,"meta":660},[540],{"id":174,"documentId":541,"title":542,"slug":543,"card_description":544,"order":60,"roles":545,"tasks":550,"setup_minutes":23,"runs":552,"best_for":553,"createdAt":554,"updatedAt":555,"publishedAt":556,"icon":557,"agents":561,"seo":562,"content":586},"orozawk57uq54j6f5kswfnub","Onboard every new client from one prompt","client-onboarding","Set up a new client's sources, tags and report from one prompt. Check the finished report before the client sees it.",[546,547,548,549],"Agency Owner","Account Manager","Paid Media Specialist","Reporting / Ops Owner",[551],"Client Onboarding","On demand, for each new client","Agency owners, PPC leads","2026-10-07T12:39:12.988Z","2026-10-07T13:14:15.932Z","2026-10-07T13:14:16.082Z",{"id":558,"documentId":559,"url":560,"alternativeText":37},17816,"j04wg2rurucm6faxyuvjyuno","https://s3.us-east-2.amazonaws.com/whatagraph.com/folder_user_c905eb37dd.svg",[],{"id":563,"metaTitle":564,"metaDescription":565,"addNoIndex":17,"canonicalURL":37,"metaImage":566},3267,"Agency client onboarding with an AI agent","Onboard new clients from one prompt. An AI agent connects their accounts, applies your tags, builds the report from your template and files it for your team to check.",{"id":567,"name":568,"alternativeText":37,"caption":37,"width":569,"height":570,"formats":571,"hash":581,"ext":371,"mime":372,"size":582,"url":583,"previewUrl":37,"provider":357,"provider_metadata":37,"createdAt":584,"updatedAt":584,"documentId":585,"publishedAt":584,"focalPoint":37},17817,"Agency client onboarding with agents - IQ agents.png",2400,1256,{"thumbnail":572},{"ext":371,"url":573,"etag":574,"hash":575,"mime":372,"name":576,"path":37,"size":577,"width":578,"height":579,"sizeInBytes":580},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Agency_client_onboarding_with_agents_IQ_agents_868e0fe86f.png","4c40bda3bfc467604fcd3a488a5708f3","thumbnail_Agency_client_onboarding_with_agents_IQ_agents_868e0fe86f","thumbnail_Agency client onboarding with agents - IQ agents.png",40.64,245,128,40643,"Agency_client_onboarding_with_agents_IQ_agents_868e0fe86f",1039.6,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_client_onboarding_with_agents_IQ_agents_868e0fe86f.png","2026-10-07T13:14:05.336Z","gu57lguk5volvkp49aydobzz",[587,600,604,616],{"id":233,"text_above_title":37,"title":542,"subtext":588,"background":589,"cta":590,"__component":599},"Describe a new client in one prompt. An AI agent connects their ad accounts, applies your tags, builds the report from your template and files it, so your team only checks the result.","single-use-case",[591,596],{"id":592,"label":593,"url":594,"subtext":37,"style":595,"element_id":37,"color":37,"icon":37,"width":37},3820,"Sign up for agents","https://whatagraph.com/agents-waitlist","button",{"id":597,"label":322,"url":598,"subtext":37,"style":595,"element_id":37,"color":37,"icon":37,"width":37},3821,"https://whatagraph.com/book-a-call","sections.hero-dark",{"id":601,"content":602,"__component":603},375,"\u003Ch2 id=\"what-is-agency-client-onboarding-and-how-does-it-work-with-an-ai-agent\">What is agency client onboarding and how does it work with an AI agent?\u003C/h2>\u003Cp>Agency client onboarding is the process of setting up a new client after they sign. It covers the contract, the kickoff call, the questions about their goals, access to their accounts, and the setup of their data and reports.\u003C/p>\u003Cp>Where AI agents help the most is setting up their data and reports since it’s a lot of manual, recurring work. One Dutch agency described this process of client onboarding:\u003C/p>\u003Cblockquote class=\"quote\">\u003Cdiv class=\"quote__body\">\u003Cspan class=\"quote__text\">\"Currently, that's still a lot of manual work connecting the data sources and everything.\" [/quote]\u003Cp>All you need to do is describe the new client in one prompt: their name, their ad account IDs, the type of business they are and who looks after them. The agent then:\u003C/p>\u003Cul>\u003Cli>Connects their ad accounts and analytics.\u003C/li>\u003Cli>Applies your tags, like business type and account manager.\u003C/li>\u003Cli>Builds their report from your template.\u003C/li>\u003Cli>Files the report in the client's folder.\u003C/li>\u003Cli>Applies the client's branding, if you've set a theme.\u003C/li>\u003C/ul>\u003Cp>The agent uses your existing templates, tags and naming. The more consistent they are, the better the setup. Your team still owns the contract, the kickoff and the relationship, and someone checks the finished report before the client sees it.\u003C/p>\u003Ch2 id=\"how-do-marketing-agencies-use-ai-agents-to-onboard-new-clients\">How do marketing agencies use AI agents to onboard new clients?\u003C/h2>\u003Cp>Marketing agencies use an agent to do the same setup steps for every new client. A person describes the client, the agent does the setup, and the team checks the result. Here's how one agency does it.\u003C/p>\u003Ch3 id=\"a-uk-ppc-agency-a-new-client-set-up-from-one-prompt\">A UK PPC agency: a new client set up from one prompt\u003C/h3>\u003Cp>This agency sets up every new client the same way. They connect the Google Ads account, tag the client by business type and account manager, build the report from the template for that type of business (ecommerce or lead generation), and put it in the right folder.\u003C/p>\u003Cp>They built an onboarding agent that does all of that from one prompt. The prompt gives it the client's Google Ads ID from their CRM, the type of business, and the tags to apply.\u003C/p>\u003Cp>The agent connected the client's Google Ads account, applied the tags, built the report from the agency's \u003Ca href=\"/templates/client-reporting-template\">own template\u003C/a> and filed it in the right folder. It worked immediately on the first run and it only took 1 minute to onboard a new client.\u003C/p>\u003Ch2 id=\"how-to-streamline-agency-client-onboarding-processes\">How to streamline agency client onboarding processes?\u003C/h2>\u003Cp>To streamline client onboarding processes in the long run, it’s important to make sure you have a solid foundation first in the short run.\u003C/p>\u003Cp>When you have the first iteration of a solid foundation built -report templates, connectors, custom metrics, standardized dimensions - it’s so much easier and faster for AI agents to replicate this for the next client you onboard. The output is also high-quality and exactly to your standard as agents replicate your setup rather than reinventing the wheel.\u003C/p>[quote color-variant=\"1\"] \"The agents are both extending and leveraging the depth of the Whatagraph platform and all of the work that went into it.\"\u003C/span>\u003Cfooter class=\"quote__author\">Analytics lead, US full-service agency\u003C/footer>\u003C/div>\u003C/blockquote>\u003Cp>Here's how to set up your foundation, specifically in Whatagraph:\u003C/p>\u003Cp>\u003Cstrong>1. Connect the client's data sources.\u003C/strong> Start with the client's ad platforms, analytics, CRM and sheets. An agent can connect these for you. Give it the client's account IDs, and it finds the accounts and connects them as sources in Whatagraph, including accounts that aren't in Whatagraph yet. You can also connect them yourself.\u003C/p>\u003Cp>\u003Cstrong>2. Build a governed data layer for each client.\u003C/strong> This makes every number consistent across reports and agents. In the \u003Ca href=\"/data-hub\">Data Hub\u003C/a>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Build custom metrics\u003C/strong> for the numbers the client cares about, like cost per lead, ROAS or lead value. Define them once, and every report and agent uses the same formula.\u003C/li>\u003Cli>\u003Cstrong>Standardize dimensions\u003C/strong> with custom dimensions. For example, group messy campaign names into clean campaign types, or map country codes to regions.\u003C/li>\u003Cli>\u003Cstrong>Create source groups.\u003C/strong> A source group combines several accounts from the same platform into one source. A client with four Google Ads accounts becomes one Google Ads source, so the totals are right in every report.\u003C/li>\u003C/ul>\u003Cp>Agents use this layer too. They check for existing source groups and reports before they build anything new:\u003C/p>\u003Cblockquote class=\"quote\">\u003Cdiv class=\"quote__body\">\u003Cspan class=\"quote__text\">\"I think now agents are looking for source groups first, or existing reports first, before... trying to reinvent the wheel.\"\u003C/span>\u003Cfooter class=\"quote__author\">Analytics lead, US full-service agency\u003C/footer>\u003C/div>\u003C/blockquote>\u003Cp>\u003Cstrong>3. Create a Space for the client.\u003C/strong> A Space is the client's folder in Whatagraph. Tag the client's sources, source groups and custom metrics, so everything for that client is in one place and an agent can find it by name.\u003C/p>\u003Cp>\u003Cstrong>4. Build a branded report template.\u003C/strong> Use the client's logo and colors, the key metrics they want to see, and a structure that fits how they work, like a summary tab, a campaign breakdown tab and a channel tab. For ideas, see these \u003Ca href=\"/blog/articles/ppc-reporting-examples\">PPC reporting examples\u003C/a> built with marketers. Once you have a few reports like this, agents learn from them:\u003C/p>\u003Cblockquote class=\"quote\">\u003Cdiv class=\"quote__body\">\u003Cspan class=\"quote__text\">\"I have a wealth of prior reporting available in the platform, and so the agent was able to, without even me telling it to... match the output to what the previous reports looked like.\"\u003C/span>\u003Cfooter class=\"quote__author\">Analytics lead, US full-service agency\u003C/footer>\u003C/div>\u003C/blockquote>\u003Cp>\u003Cstrong>5. Hand the repeat setup to an agent.\u003C/strong> Duplicate Intake, the pre-made client onboarding agent, or describe a custom onboarding agent to IQ Agent in plain words. Then give it each new client in one prompt. Paste this brief and fill in the brackets:\u003C/p>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>Onboard a new client.\u003Cbr>\u003Cbr>Client name: [name]\u003Cbr>Ad accounts: [Google Ads ID, Meta ad account ID, GA4 property]\u003Cbr>Type of business: [ecommerce / lead generation / other]\u003Cbr>Account manager: [name]\u003Cbr>\u003Cbr>Connect the ad accounts listed above. If you can't find one, tell me. Don't guess.\u003Cbr>\u003Cbr>Put the sources in a new Space called [client name], and apply these tags: [business type], [account manager], [industry].\u003Cbr>\u003Cbr>Build the report from [template name] for this type of business. Apply the [client name] theme.\u003Cbr>\u003Cbr>When you're done, list what you connected, what you tagged and where you filed the report.\u003C/p>\u003C/div>\u003C/div>\u003Cp>\u003Cstrong>6. Check the result before the client sees it.\u003C/strong> Open the report. Check that every source is connected, the numbers look right for this client, and the report is in the right Space. Then send it.\u003C/p>\u003Cp>After that, each new client takes one prompt and one check.\u003C/p>\u003Ch2 id=\"what-are-the-benefits-of-onboarding-clients-with-an-ai-agent\">What are the benefits of onboarding clients with an AI agent?\u003C/h2>\u003Cp>The main benefit is consistency. Every client starts on your standard setup, with a working report from day one.\u003C/p>\u003Cp>\u003Cstrong>✅ Every client starts on your standard.\u003C/strong> The agent applies your templates, tags and naming, so a new client's setup matches every other client's.\u003C/p>\u003Cp>\u003Cstrong>✅ A working report on day one.\u003C/strong> The client's sources are connected, tagged and reporting before the first check-in.\u003C/p>\u003Cp>\u003Cstrong>✅ Busy months don't slow setup down.\u003C/strong> When several new clients sign in the same week, the agent sets them up in parallel instead of in a queue.\u003C/p>\u003Cp>\u003Cstrong>✅ Fewer setup mistakes.\u003C/strong> No missed tag, no report in the wrong folder, no source left out of a source group.\u003C/p>\u003Cp>\u003Cstrong>✅ Anyone can onboard a client.\u003C/strong> The setup lives in the agent, not in one person's head, so a new client doesn't wait for the one person who knows the steps.\u003C/p>\u003Ch2 id=\"what-are-the-best-practices-for-onboarding-clients-in-an-agency-setting\">What are the best practices for onboarding clients in an agency setting?\u003C/h2>\u003Cp>A few habits make onboarding faster and easier on the client:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Use one standard setup per type of client.\u003C/strong> One template for ecommerce, one for lead generation, and so on.\u003C/li>\u003Cli>\u003Cstrong>Ask for access before the kickoff call.\u003C/strong> Send the access requests with the welcome email, so the setup isn't waiting on it.\u003C/li>\u003Cli>\u003Cstrong>Agree on KPIs in the kickoff, then build them as custom metrics.\u003C/strong> The report then shows exactly what you agreed on.\u003C/li>\u003Cli>\u003Cstrong>Name everything the same way.\u003C/strong> Spaces, tags, sources and reports. An agent finds things by name.\u003C/li>\u003Cli>\u003Cstrong>Send the first report early.\u003C/strong> A report in the first week shows the client their setup is working.\u003C/li>\u003Cli>\u003Cstrong>Review the setup after the first month.\u003C/strong> Check that the report answers what the client actually asks about, and adjust.\u003C/li>\u003C/ol>\u003Cp>For more on the people side, see our guide to \u003Ca href=\"/blog/articles/client-onboarding-best-practices\">client onboarding best practices\u003C/a>.\u003C/p>\u003Ch2 id=\"challenges-agencies-face-during-client-onboarding-and-how-to-solve-them\">Challenges agencies face during client onboarding, and how to solve them\u003C/h2>\u003Ch3 id=\"messy-templates-and-tags\">1. Messy templates and tags\u003C/h3>\u003Cp>If every account manager builds reports their own way, there's no standard to apply. Pick one template per type of client and one set of tag names, and use them everywhere. The agent then uses them for every new client.\u003C/p>\u003Ch3 id=\"reports-with-the-wrong-data-and-branding\">2. Reports with the wrong data and branding\u003C/h3>\u003Cp>An agent may create something you didn't expect, like a random report with random branding. This is why it’s important to set up a dedicated client space for each client in Whatagraph with their branding, report template, data sources, and custom metrics and dimensions.\u003C/p>\u003Ch3 id=\"a-new-service-for-an-existing-client\">4. A new service for an existing client\u003C/h3>\u003Cp>When an existing client adds a service, they don't need a new setup. They need their existing report updated. Tell the agent to add to the current report, or see \u003Ca href=\"/ai-agents/bulk-edit-reports\">bulk edits\u003C/a> for changes across many reports.\u003C/p>\u003Ch3 id=\"skipping-the-check\">5. Skipping the check\u003C/h3>\u003Cp>A wrong number in the first report can cost you your client’s trust. Every report should be checked by someone who knows the account (like a PPC specialist) before it goes out to clients.\u003C/p>\u003Ch2 id=\"what-tools-can-assist-with-client-onboarding-in-agencies\">What tools can assist with client onboarding in agencies?\u003C/h2>\u003Cp>Most agencies use a few tools together. Each one covers a different stage.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth>Purpose\u003C/th>\u003Cth>Tools\u003C/th>\u003Cth>What you use it for\u003C/th>\u003C/tr>\u003C/thead>\u003Ctbody>\u003Ctr>\u003Ctd>Proposals and contracts\u003C/td>\u003Ctd>PandaDoc, DocuSign\u003C/td>\u003Ctd>Sending the proposal and getting the contract signed\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>CRM\u003C/td>\u003Ctd>HubSpot, Pipedrive\u003C/td>\u003Ctd>Keeping the client's details, contacts and ad account IDs in one record\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Project management\u003C/td>\u003Ctd>Notion, Asana, ClickUp, Monday.com\u003C/td>\u003Ctd>Tracking onboarding tasks, owners and deadlines\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Scheduling\u003C/td>\u003Ctd>Calendly\u003C/td>\u003Ctd>Booking the kickoff call\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Forms and questionnaires\u003C/td>\u003Ctd>Typeform, Google Forms, Jotform\u003C/td>\u003Ctd>Collecting goals, brand details and audiences\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Access requests\u003C/td>\u003Ctd>Leadsie, AgencyAccess\u003C/td>\u003Ctd>Asking the client for access to their ad accounts and analytics through one link\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Client communication\u003C/td>\u003Ctd>Slack, email\u003C/td>\u003Ctd>Answering questions and sharing updates during setup\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Reporting with AI agents\u003C/td>\u003Ctd>Whatagraph\u003C/td>\u003Ctd>Connecting sources, tagging, building the first report from your template and filing it\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>The first seven help you sign the client and collect what you need from them. Whatagraph then uses that to set up their data and first report.\u003C/p>","sections.rich-text-content",{"id":605,"title":606,"subtext":607,"subtextBottom":37,"titleSize":608,"type":609,"subtextStyle":608,"disableTopMargin":17,"disableBottomMargin":17,"text_above_title":37,"CTA":610,"cta_collection":37,"__component":615},597,"Use agents to onboard new clients","\u003Cp>IQ Agents access is open in cohorts with guided setup for each. Sign up now.\u003C/p>","normal","dark 2",[611,613],{"id":612,"label":593,"url":594,"subtext":37,"style":595,"element_id":37,"color":37,"icon":37,"width":37},3822,{"id":614,"label":322,"url":598,"subtext":37,"style":595,"element_id":37,"color":37,"icon":37,"width":37},3823,"sections.headline",{"id":617,"description":37,"title":37,"items":618,"__component":659},1220,[619,623,627,631,635,639,643,647,651,655],{"id":620,"question":621,"answer":622},7410,"What is agency client onboarding?","\u003Cp>Agency client onboarding is the process of taking a new client from signed contract to first report. It covers the contract, the kickoff call, collecting goals and brand details, getting access to their accounts, and setting up their data and reports.\u003C/p>",{"id":624,"question":625,"answer":626},7411,"What should an agency client onboarding checklist include?","\u003Cp>A good checklist covers: signed contract and scope, kickoff call, goals and KPIs agreed, questionnaire completed, access to every ad account and analytics property, sources connected, metrics defined, report built from your template, report checked, and the first report sent.\u003C/p>",{"id":628,"question":629,"answer":630},7412,"Why is effective client onboarding crucial for agency success?","\u003Cp>The first weeks shape how a client sees your agency. A clear first report, sent on time, shows them the work has started. Weeks of waiting for access and setup make them less sure they chose the right agency.\u003C/p>",{"id":632,"question":633,"answer":634},7413,"How do you measure the effectiveness of your agency's client onboarding?","\u003Cp>Track a few numbers per client: days from signed contract to full access, days to the first report, setup mistakes found in the first check, and questions the client asks in the first month that the report should have answered. Over time, compare how many clients stay past their first renewal.\u003C/p>",{"id":636,"question":637,"answer":638},7414,"How can agencies personalize client onboarding experiences?","\u003Cp>Start from your standard setup, then adjust it for the client. Use the template for their type of business, then add their branding, the KPIs they agreed to, and the tabs that match how they work. The template keeps the setup consistent. The branding, KPIs and tabs fit it to the client.\u003C/p>",{"id":640,"question":641,"answer":642},7415,"What are the top trends in agency client onboarding for 2026?","\u003Cp>Based on what we see agencies doing: AI agents taking over the repeat setup work, standard templates and metrics becoming the foundation agents build on, access requests going out before the kickoff call, and first reports arriving in the first week instead of the first month.\u003C/p>",{"id":644,"question":645,"answer":646},7416,"Can AI automate client onboarding?","\u003Cp>AI can automate the setup part: connecting sources, tagging, building the report from your template and filing it. The contract, the kickoff call and the relationship stay with people, and a person checks the result before the client sees it.\u003C/p>",{"id":648,"question":649,"answer":650},7417,"Can an AI agent connect a new client's ad accounts?","\u003Cp>Yes. Give the agent the client's account IDs, and it finds the accounts, connects them as sources in Whatagraph and adds them to the client's Space.\u003C/p>",{"id":652,"question":653,"answer":654},7418,"How long does client onboarding take?","\u003Cp>The full process usually takes a few days to a few weeks, mostly waiting on access and the kickoff call. The data and reporting setup can take one prompt and one check, once your templates and tags are in place.\u003C/p>",{"id":656,"question":657,"answer":658},7419,"What can't an AI agent do in client onboarding?","\u003Cp>It can't sign the contract or run the kickoff call. It also can't decide what the client cares about. You agree on that with the client, then the agent sets it up.\u003C/p>","sections.faq",{"pagination":661},{"page":5,"pageSize":147,"pageCount":5,"total":5},1791386679575]