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Onboarding That Sticks
Kickoff questions, access checklists, and a day-1 to day-7 plan that gets clients moving.
The AI playbook for agencies that want calm, repeatable delivery.
Growvio guides your team with client onboarding checklists, recurring campaign workflows, reporting cadence and simple automations — all using the tools you already have. No platform switch, just clear steps.
Built for digital agencies, consultants & boutique studios.
Today’s Checklist
Client Onboarding Steps
Copy our kickoff form, access checklist & first 7-day plan.
Recurring Campaign Workflow
Weekly rhythm for ads/content, approvals & QA gates.
Reporting Cadence
Prompts + templates for weekly/Monthly ROI updates.
Why Growvio
Less firefighting. More delivery that scales.
Growvio gives your agency clear, repeatable processes — from intake to results — without adding another complex platform.
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Recurring Campaign Rhythm
Weekly cadence for ads/content with approvals, QA steps, and “done” definitions baked in.
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Reporting Templates
Client-friendly KPI snapshots and update prompts so results are clear and defensible.
Make delivery predictable. Your team knows what to do next, every week.
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How it works
3 steps to smoother client work
1) Tell us your services
Ads, SEO, content, web — we tailor your playbooks.
2) Get your delivery system
Checklists, timelines, QA gates & stakeholder prompts.
3) Implement with templates
Copy-paste SOPs and automations into tools you already use.
Measure & improve
Cadence for retros, learnings, and ROI proof.
What’s inside
Agency playbooks, scripts & “do-this-next” prompts
Client Onboarding Kit
Kickoff form, access list, meeting agenda, and first-week deliverables.
Campaign Delivery SOPs
Ads/content cadences with approval steps and quality gates.
Reporting & Comms
Update templates, “what to say” prompts, and meeting rhythm.
Scope & Change Control
Email scripts and checklists to protect margins and timelines.
Upsell & Retention
Quarterly planning template and renewal sequences that feel natural.
Automation Recipes
Turn on reminders and handoffs in your current PM/CRM tools.
Everything is plug-and-play. Your PM and CRM tools stay — your process levels up.
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Why it works
Great agencies run on rhythm, not heroics
Without Growvio
- Every client starts differently (and painfully)
- Fire drills, unclear ownership, missed QA
- Random reports that don’t tie to ROI
- Burnout and margin leaks
With Growvio
- Standard onboarding that clients love
- Predictable weekly cadence with QA gates
- Clear, repeatable reporting & narrative
- Happier team, healthier margins
Results
Agencies feel calmer — and clients feel the difference
Dev • PPC Agency
“Onboarding went from chaos to crisp. Our first-week plan makes us look like pros.”
Kai • Fractional CMO
“The reporting prompts made my updates 10x clearer. Clients finally ‘get’ the results.”
Rina • Creative Studio
“Our team knows the weekly rhythm now. Fewer surprises, better work.”
Marco • PM Lead
“We didn’t change platforms — just followed the playbooks. Night and day.”
Ready to standardize excellence? Get the playbooks and prompts now.
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FAQ
Common questions
Does Growvio replace our PM/CRM?
No — Growvio guides your team with playbooks, templates, and AI prompts to set up great delivery using tools you already have (Asana, ClickUp, Notion, GHL, HubSpot, etc.).
Can we automate handoffs & reminders?
Yes — Growvio includes step-by-step automation recipes you can configure inside your existing tools (no coding).
How long to get value?
Most teams can run the full onboarding kit and weekly cadence within the first hour.
Is there a free option?
Yes — start free and upgrade anytime. The free tier includes core playbooks and checklists.
Make delivery predictable. Follow the steps — watch client outcomes improve.
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