Your Account>How To Start An Agency

Operations, Processes, and On-boarding

Getting ready to onboard your clients? We're here to guide you through setting up our operations, processes, and client onboarding steps to ensure a smooth and impressive experience. Discover how to establish project management systems, create client dashboards, manage timelines effectively, host kickoff meetings, set up group emails, and craft impactful reports showcasing project success. With Slam's helpful templates, you'll be all set to impress your clients.

Click here to duplicate our agency reporting template.

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