Client Room
The client's welcome pack, onboarding checklist and links, all in one place.
The Client Room is a single page that agencies set up for each client. It's the client's starting point and the place where onboarding happens.
What's in it
- Welcome: a message from the agency.
- Goals: the decision and key numbers the work is aimed at, if the agency has set them.
- Access checklist: the accounts and access the agency needs, such as the website, Google, and each social platform.
- Meetings: upcoming meetings from the agency's calendar.
- Your accounts: quick links to the client's own accounts.
- First 30 days: what happens in the first month.
- Team: the people working on the account.
- Documents: shared files and links.
The access checklist
The checklist is a two-way list:
- The client marks each item as provided, with an optional note.
- The agency confirms it was received, or marks it not applicable.
The progress bar shows how much of the setup is done. As items are completed, more of Verbolica unlocks for the client.
For agencies: create a room
Open the brand and choose Client Room in the sidebar, then create the room. It starts with a standard access checklist, which you can edit. Use Edit room to change the welcome message, team, meetings, links and documents.