Agency Client Onboarding | GitScrum Workflow Setup Guide
Streamline agency client onboarding with project templates, permission setup, and communication channels. Get clients productive from day one in GitScrum.
4 min read
Successful client onboarding sets the foundation for productive agency relationships by establishing clear workflows and communication channels from the start. GitScrum's client workspace templates, permission systems, and project scaffolding features help agencies bring new clients up to speed quickly while maintaining professional service delivery standards.
Creating Your Onboarding System
Pre-Onboarding Checklist
BEFORE CLIENT KICKOFF:
┌─────────────────────────────────────────────────────────────┐
│ CLIENT ONBOARDING PREPARATION │
├─────────────────────────────────────────────────────────────┤
│ │
│ WORKSPACE SETUP: │
│ □ Create client workspace in GitScrum │
│ □ Configure billing and plan settings │
│ □ Set up project templates for client type │
│ □ Configure default labels and workflows │
│ │
│ ACCESS CONFIGURATION: │
│ □ Create client user accounts │
│ □ Set appropriate permission levels │
│ □ Configure which projects are visible │
│ □ Set up notification preferences │
│ │
│ COMMUNICATION CHANNELS: │
│ □ Connect Slack/Teams integration │
│ □ Set up email notification rules │
│ □ Create shared documentation space │
│ □ Establish escalation paths │
└─────────────────────────────────────────────────────────────┘
Permission Structure
CLIENT PERMISSION LEVELS:
┌─────────────────────────────────────────────────────────────┐
│ ROLE │ ACCESS LEVEL │
├──────────────────┼──────────────────────────────────────────┤
│ Client Admin │ • View all projects │
│ │ • Manage client users │
│ │ • Access reports and dashboards │
│ │ • Approve deliverables │
├──────────────────┼──────────────────────────────────────────┤
│ Client Reviewer │ • View assigned projects │
│ │ • Comment on tasks │
│ │ • Access client-facing reports │
│ │ • Review and approve work │
├──────────────────┼──────────────────────────────────────────┤
│ Client Viewer │ • View project progress │
│ │ • Access shared documents │
│ │ • View milestone status │
│ │ • Read-only dashboard access │
└─────────────────────────────────────────────────────────────┘
Project Scaffolding
Standard Project Structure
CLIENT PROJECT TEMPLATE:
┌─────────────────────────────────────────────────────────────┐
│ 📁 [Client Name] Workspace │
├─────────────────────────────────────────────────────────────┤
│ ├── 📋 Active Projects │
│ │ ├── Project Alpha │
│ │ └── Project Beta │
│ ├── 📊 Client Dashboard │
│ │ ├── Progress Overview │
│ │ ├── Milestone Timeline │
│ │ └── Budget Tracking │
│ ├── 📝 Documentation │
│ │ ├── Project Requirements │
│ │ ├── Technical Specs │
│ │ └── Meeting Notes │
│ └── 📈 Reports │
│ ├── Weekly Status │
│ ├── Sprint Reviews │
│ └── Deliverable Tracking │
└─────────────────────────────────────────────────────────────┘
Workflow Configuration
Client-Facing Workflows
SIMPLIFIED WORKFLOW FOR CLIENTS:
┌────────────┐ ┌────────────┐ ┌────────────┐ ┌─────────┐
│ Planned │ → │ In Progress│ → │ Review │ → │ Complete│
└────────────┘ └────────────┘ └────────────┘ └─────────┘
│ │ │ │
└──────────────┴────────────────┴────────────────┘
Client sees these stages
INTERNAL WORKFLOW (hidden from clients):
┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐
│Backlog │→│Design │→│Dev │→│QA │→│Review │→│Done │
└────────┘ └────────┘ └────────┘ └────────┘ └────────┘ └────────┘
Communication Setup
Automated Updates
CLIENT NOTIFICATION RULES:
┌─────────────────────────────────────────────────────────────┐
│ EVENT │ NOTIFICATION │
├───────────────────────────┼─────────────────────────────────┤
│ Milestone completed │ Email + Dashboard alert │
│ Task moved to Review │ Dashboard notification │
│ Blocker identified │ Email to client contact │
│ Weekly progress │ Automated email report │
│ Deliverable ready │ Email + Slack notification │
│ Budget threshold reached │ Email to client admin │
└─────────────────────────────────────────────────────────────┘
Best Practices
Onboarding Timeline
STANDARD ONBOARDING FLOW:
Day 1: Client kickoff meeting
└── Gather requirements, introduce GitScrum
Day 2: Workspace setup
└── Create projects, configure permissions
Day 3: Client training
└── Walkthrough of dashboards and workflows
Day 4: Process validation
└── Test notification flow, confirm access
Day 5: Go-live
└── Begin active project work
Success Metrics
- Time to first client action in GitScrum
- Client satisfaction with visibility
- Reduction in status inquiry emails
- On-time deliverable approvals