star iconstar iconstar iconstar iconstar icon
1020+ Reviews

Agency Operations Manager Onboarding Checklist

This checklist helps new operations managers get up to speed quickly, ready to streamline processes and ensure seamless execution across all projects. Ensuring a smooth onboarding process, from aligning with operational workflows to understanding resource allocation and agency systems.
Progress
Categories

    Agencies and consultancies love Bonsai. Over 10,000 businesses rely on Bonsai to streamline their operations.

    star iconstar iconstar iconstar iconstar icon
    620+ reviews
    Design
    Consutling
    Marketing
    Design
    Marketing
    Consulting
    Videography
    Software Development
    Design
    Consulting
    Marketing
    Design
    Marketing
      
    Consulting
      
    Videography
      
    Software Development
      
    Turn productivity into profit. We're your agency co-pilot.
    Deliver projects stress-free, delight your clients every time and grow profitably with easy reporting. Trusted by 3,000+ creative teams.
    Book a call with us today.
    Book a call
    Book a call
    Consolidate projects, clients, and billing into one integrated platform.
    star iconstar iconstar iconstar iconstar icon
    1020+ Reviews
    Get started
    Get started
    “Bonsai streamlines operations in our thriving team of 32+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow.”
    Wilian
    CEO, Zabal Media
    Products
    CRMPipelineEstimatesProposalsAgreementsFormsClient portalProjectsTask managementTime trackingTimesheetsResource planningReportingBillingExpensesPaymentsBookkeepingRate cards
    BudgetingCustomer stories
    Pricing
    Solutions
    Creative agenciesMarketing agenciesSoftware agenciesConsultingEngineeringIT ServicesAccountingArchitectureInterior design
    See all industriesOwners
    Project managersOperationsTeam members
    Resources
    BlogUtilization rate calculatorBillable rate calculatorSignature makerHow to write a contractSelf-employed taxes hubSelf-employed tax deductions
    Comparisons
    All resources
    Templates
    Contracts
    Proposals
    Invoices
    Forms
    Quotes
    Scopes of work
    Agreements
    Briefs
    Timesheets
    Company
    Help centerContact usPrivacyTerms and conditions
    CareersAffiliate program
    © 2025 Bonsai Technologies Inc
    Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.

    *Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.

    **Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing