Agency Onboarding Landing Page

www.pivix.io/page/agency-onboarding-landing-page

Client Onboarding · 6 minutesStart our project with everything in place from day one

Welcome aboard. Eight questions about your goals, assets, access and sign-off help us plan the kickoff around where you really are, so the first weeks are spent building, not chasing files.

How onboarding works

Three steps between signing and building.

Answer 8 questions

Answer for your team as it is today. Gaps are normal and help us plan.

Get your kickoff plan

See your readiness and exactly what to prepare before the kickoff call.

Meet for the kickoff

We start the call with your answers on screen and agree the first milestones.

What we need from you

Projects slow down for the same four reasons. This check covers all of them up front.

Clear goals

What success looks like and by when, so every decision can be checked against it.

Assets and access

The files, content and logins we need, and who can provide them.

One clear sign-off

Who approves the work and how quickly feedback can come back.

Good to know

What if we do not have most of this yet?

That is completely fine. Your answers simply tell us to begin with a discovery session, and we will help you gather what is missing.

Who on our team should fill this in?

Ideally the person who will be our main contact. They can check details with colleagues before answering.

Do we need to send files now?

No. This check only asks what exists. We will send a secure way to share files after the kickoff call.

What happens with my answers?

They are used to plan your project and handled according to the privacy policy linked below.

A great project starts with a well prepared first week.

Project Kickoff: a short onboarding check so your project starts on the right foot.

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