Free Template — Agency

Agency Client Onboarding Template

Everything you need to onboard a new client brand into your AI content production system — brief, voice, goals, approval contacts, and platform preferences in one session.

By LaserPulse Team, LAK Technology Inc.·Updated June 2026·Free download

What this template captures

When you onboard a new client brand into LaserPulse, the quality of your first campaigns depends on the quality of your initial brief. This template structures that conversation — so you capture everything the AI production system needs to produce on-brand content from run one.

Agency plan note: LaserPulse Agency plan supports up to 15 independent brands. Each brand has its own voice profile, publishing connections, and campaign history. Complete this template once per brand at onboarding.

Onboarding sections

01

Brand basics

Company name, industry, target audience, key differentiator, and primary business goal for content.

02

Brand voice profile

Voice adjectives, approved phrases, forbidden phrases, and tone by platform. This feeds directly into brand voice training.

03

Content goals and themes

Quarterly content pillars, campaign frequency, priority platforms, and success metrics.

04

Approval workflow

Who reviews content, who approves, turnaround expectation, and escalation contacts.

Template preview

Client Brand Brief

Brand name
Client company name
Industry
Sector and vertical
Primary audience
Who they are selling to
Key differentiator
What makes them different
Content goal
Awareness / Lead gen / Authority
Approver name + email
Primary approval contact

Time to complete

A thorough onboarding session takes 30 to 45 minutes. Agencies using this template report that a well-completed onboarding document reduces first-campaign editing time by 40 to 60 percent compared to starting cold.

Start producing campaigns today

Turn one topic into a complete multi-platform campaign package in 5 to 10 minutes.