B2B Marketing Agency Onboarding Checklist

Documents to Gather Before Your First Call

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🟣 Business Basics

• Product one-pager

• Pricing/deal sizes

• Revenue targeted

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🟡 Tech Stack

• CRM platform

• Marketing automation

• Analytics access

🔵 Brand Materials

• Logo & brand guidelines

• Messaging framework

• Recent campaign reports

🟠 Team Structure

• Decision makers

• Point of contact

• Sales/marketing alignment

🟣 Customer Intel

• ICP definition

• Customer examples

• Pain points & objections

🟢 Expectations

• Budget range

• Timeline

• Success metrics