For agencies, the process of onboarding a new client can mean the difference between a successful relationship and a challenging one. This critical stage sets the foundation upon which all work will be developed and evaluated.

But if every client and project is different, how do you know the best way to onboard a client? What are the best practices to adhere to or the red flags to avoid?

To find out, we spoke to Kevin Gloudemans, team manager for paid media at Dutch agency Springbok, a Funnel Solution Partner. He gave us the skinny on what it takes to successfully onboard a client while gaining access to all relevant data.