Marketing agencies
Coordinate onboarding and access collection
Onboarding usually slows down when signed agreements, onboarding forms, brand folders, account access requests, and kickoff tasks do not tell the same story, or when a client signs or required assets and permissions are missing. Imagine keeps those sources in view, prepares an onboarding checklist, access request, and kickoff task plan, and separates the ready work from the judgment calls. After review, the approved update goes back to the project workspace and CRM, so campaign teams start with the assets and access they need.
The manual reality today
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01
Onboarding can start with status hunting
signed agreements, onboarding forms, brand folders, account access requests, and kickoff tasks each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next onboarding touch arrives late
When a client signs or required assets and permissions are missing, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The onboarding trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the onboarding sources
Imagine watches signed agreements, onboarding forms, brand folders, account access requests, and kickoff tasks for new activity, stale items, and changes that affect the work.
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02
Build the onboarding packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue onboarding for review
Imagine drafts an onboarding checklist, access request, and kickoff task plan using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the onboarding decision
After review, approved actions are recorded in the project workspace and CRM with the context, approver, and timestamp preserved.
Works with the tools you already run
- Asana
- Monday.com
- ClickUp
- Google Drive
- LastPass
- HubSpot
What changes
The onboarding queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around onboarding stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about onboarding take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle onboarding?
Imagine watches signed agreements, onboarding forms, brand folders, account access requests, and kickoff tasks, spots when a client signs or required assets and permissions are missing, and prepares an onboarding checklist, access request, and kickoff task plan for review. Approved actions sync back to the project workspace and CRM with the supporting context attached.
Can onboarding stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the project workspace and CRM is updated.
Where does Imagine update onboarding status?
This workflow can connect to systems such as Asana, Monday.com, ClickUp, Google Drive, LastPass, HubSpot. Imagine works on top of those tools instead of replacing the system of record.
What changes in onboarding?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so campaign teams start with the assets and access they need.