MAHMOUD ABDELNABY
Career · TEMPLATE FRAMEWORK · 1

Agency Client Onboarding Brand Discovery Vault & Credential SOP

A structured marketing-client onboarding vault with brand discovery prompts and secure platform-access delegation steps. The time required depends on the client and access process.

Problem it addresses

Create an open-source agency client onboarding system: 1) Deep Brand Discovery intake questionnaire (Brand Voice, Target ICP, Unit Economics, Past Campaign Failures, Approved Assets), 2) Visual step-by-step platform access delegation guide (Meta Business Portfolio, Google Ads MCC, GA4, TikTok Business Center, Shopify Staff), 3) 7-day onboarding kick-off milestone schedule.

Who it is for

PRO operating in high-growth e-commerce, digital publishing, and direct-response marketing across Saudi Arabia, UAE, and Egypt.

What is inside

Key files listed in the README repository architecture:

  • checklists/account-access-delegation-runbook.md
  • checklists/asset-intake-qa.md
  • examples/saudi-ecom-client-intake-sample.md
  • guides/platform-access-delegation-sop.md
  • intake/brand-discovery-questionnaire.md
  • LICENSE
  • playbooks/first-30-days-kickoff-sop.md
  • README.md
  • schedules/7-day-onboarding-timeline.md
  • templates/client-brand-discovery-survey.md
  • templates/welcome-email-sequence.md

How to evaluate and use it

  1. Read the README first and confirm that the documented problem matches your use case.
  2. Inspect the listed files to find the data, tools, templates, and tests relevant to your task.
  3. Follow the repository’s Quick Start and check prerequisites before running commands.
  4. Compare outputs with documented examples and review limitations before using them in a decision or client workflow.

Start here: Open the README and review its setup and usage sections.

Scope and limitations

  • Zero Shared Password Policy: Mandates role-based enterprise access via Meta Business Portfolio, Google MCC, and TikTok Business Center rather than raw logins.
  • Brand Asset Intake Governance: Systematic collection of vector logos, brand books, typography licenses, and past campaign performance data.
  • Stakeholder SLA Alignment: Establishes clear feedback turnaround SLAs and change request protocols during the first 30 days of client engagement.

This page summarizes the available documentation; it does not establish performance or business results. Verify data and prerequisites before use.

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