Congratulations on completing your trial and deciding on Allfred! This guide outlines exactly what comes next, step by step, to ensure your agency's smooth transition.

By reviewing this document, you'll find detailed information about onboarding processes, required data imports, and FAQs at the end. This will help you understand how to best prepare your agency before fully transitioning to Allfred, and estimate how much time it will take, depending on your team's availability.

Allfred is a comprehensive platform tailored specifically for marketing, creative, digital or PR agencies, designed to streamline project management, budgeting, time tracking, resource planning, invoicing, and financial reporting - all in one intuitive tool. By choosing Allfred, your agency will gain clearer insights, improve efficiency, and significantly enhance your profitability.

✅ Increased Billable Hours: Accurate time tracking with Allfred has increased agency billable hours by 20-30%. Learn more.

✅ Reduction in Reporting Time: "What took one hour in ClickUp, with Allfred we have it in 10 minutes." Learn more.

✅ Profitability Tracking: Enables your agency to closely monitor financial performance, quickly identify issues, and make data-driven decisions. Learn more.

✅ Centralized Workflow: "You don’t need anything else, just this one tool. You have your complete workflow in one place." Learn more.

There are many more reasons why agencies choose Allfred - discover additional benefits here.

To ensure smooth implementation, we recommend completing these steps prior to onboarding:

The onboarding process is thoughtfully designed to avoid overwhelming your team. We prioritize simplicity, assigning only relevant responsibilities to each user, and ensuring the implementation feels manageable and structured. The exact scope and duration depend on the number of onboarding hours agreed upon in your contract. Below is our recommended approach to ensure your team achieves maximum benefits without unnecessary strain:

In the initial call, we:

📌 Common questions discussed during this call available here

⏱️ Duration: ~1 hour

Book the call here

Your personalized workspace from the trial will serve as your starting point. Depending on your preferences, we can clear it or retain certain configurations and data. Allfred helps configure:

📌 Download the import template here - a spreadsheet containing multiple sheets that you can fill in and return to us.

⏱️ Duration: ~1-2 weeks depending on the data range and integrations

The scope and duration of onboarding depend on the number of hours agreed upon in your contract. Our recommended approach includes core workshops designed to cover essential areas without overwhelming your team:

For larger agencies or those wishing to dive deeper into specific areas, we offer more detailed and specialized onboarding workshops.

📌 Full list of detailed onboarding topics and workshops here

Recommended Pacing: Up to two workshops per week (maximum recommended) to ensure adequate time between sessions for applying new processes. If your agency has limited capacity, one workshop per week is advisable.

⏱️ Duration: ~7-9 hours

To guarantee successful adoption:

Onboarding roadmap example:

Allfred offers integrations tailored to your agency's needs. During the Director's check-in call, we'll review the relevant ones for your workflow. Missing an integration? Let us know, and we’ll find a solution during onboarding!

Available Integrations:

Throughout the onboarding process, your agency will have a dedicated Implementation specialist guiding you every step of the way. They’ll guide you through every technical aspect of configuring Allfred, recommend best practices tailored specifically to your agency’s workflow, and assist with your transition.

Beyond technical setup, they’ll also offer strategic consulting on optimizing workflows, pricing strategies, and improving billable hours - helping you get the most out of Allfred.

Your primary contact:

For immediate assistance, reach out via the in-app chat or email us at [email protected].

We’re excited to have your agency onboard - get ready for streamlined workflows, clearer insights, and increased profitability! 🚀

How long does the onboarding process take?
Typically, onboarding can be completed within one month if two workshops per week are scheduled. With limited team capacity, we recommend one workshop per week, extending the process slightly.

What data can we import into Allfred?
You can import clients, brands, contacts, billing addresses, contractors, rate cards, and users. Optional are also revenue and expense accounts.

Who needs to attend the onboarding sessions?
It depends on the workshop. Typically, project managers, team leaders, CFOs, admins, and managing directors participate based on their roles and responsibilities. User role participate only on few workshops (task management, resource planning, time tracking, time reports).

Can workshops be split by different teams?
Yes, workshops can be tailored for different teams or departments if needed.

Do we need to fill in import spreadsheets provided?
No, it’s not mandatory. You can enter data directly into Allfred. Additionally, in certain countries, Allfred connects to business registers, automatically pulling relevant company data.

Can onboarding sessions be recorded?
Yes, recordings are provided upon request for future reference or team training.

Do you offer in-person training?
Yes, in some cases we offer in-person training sessions at an additional cost (approximately 30% extra or based on specific agreement). Contact [email protected] for more details.

Can we request customizations in Allfred?
Yes, customizations are possible and subject to prior agreement and scope definition. Please discuss your specific needs during your initial onboarding call.