Client Onboarding Kit
Win a new client? Provision your entire team's access in a single workflow — all platforms, all roles, one click. Stop spending the first two weeks chasing access and start delivering results from day one.
NovaBright Cosmetics
New client · 6 platforms · 4 team members
The problem
Without a client onboarding kit...
Weeks to fully onboard
It takes two to three weeks to get everyone access to every platform for a new client. Meanwhile, campaign launches slip and the client wonders what they are paying for.
Missed platform connections
Someone always forgets to request access to one platform. The analytics team cannot see data, the media buyer is locked out of a key channel.
Manual checklists that nobody follows
Onboarding checklists live in spreadsheets that are always outdated. Steps get skipped, and nobody knows the true status until something breaks.
Key Benefits
What makes it powerful
Onboarding Workflow
Single onboarding workflow
Define your team roles, assign members, and kick off onboarding in one workflow. AccessHive handles every platform connection for every team member.
Platform Provisioning
All platforms at once
No more one-by-one invitations. When a media buyer is assigned to a client, they get access to Google Ads, Meta, TikTok, and every other platform simultaneously.
Onboarding Status
Real-time progress tracking
Watch onboarding progress in real time. See which team members are fully provisioned, which platforms are pending, and where bottlenecks exist.
How it works
Step by step
Create onboarding kit
Select the new client, define the platforms they use, and choose role templates for each team member who will work on the account.
Assign team & roles
Add team members to the onboarding kit and assign each person a role template. Each template maps to the right platforms and permission levels.
Launch & track progress
Kick off the onboarding with one click. AccessHive provisions every team member across every platform and gives you a live progress dashboard.
Explore related capabilities
Discover features that work seamlessly with Client Onboarding Kit.
Role-Based Templates
The foundation of every onboarding kit. Templates define what access each role needs across all client platforms.
Learn moreTeam Access Overview
After onboarding, see the complete access landscape for every team member across the new client's platforms.
Learn moreContractor Management
Onboarding contractors for a new client? Set time-bound access that expires automatically when the engagement ends.
Learn moreOnboard new clients in minutes, not weeks
Stop losing the first two weeks of every new client engagement to access setup. Provision your entire team across every platform in a single workflow.