Air Client Onboarding Sprint (5-7 days)
A structured onboarding sprint that configures Air for a client's creative team, sets up approval workflows, and integrates their existing tools, enabling faster asset retrieval and multi-channel adaptation. Time: 5-7 days.
By InnovaAI ResearchPublished Updated
How do you implement it?
Air Client Onboarding Sprint (5-7 days)
A structured onboarding sprint that configures Air for a client's creative team, sets up approval workflows, and integrates their existing tools, enabling faster asset retrieval and multi-channel adaptation.
- Client has an active Air Business plan ($900/month) or Enterprise plan
- Access to client's brand assets and folder taxonomy
- List of client's existing tools (Figma, Dropbox, Google Drive, Slack) for integration
- Defined approval chain and stakeholder list for review workflows
- Client-provided API credentials if using public API for custom integrations
- 1.Create Air workspace and invite client team members with appropriate permission roles
- 2.Import a test batch of client assets to explore auto-tagging and conversational search
- 3.Configure integrations with Figma, Dropbox, Google Drive, and Slack
- 1.Build branded folder taxonomy and set advanced sharing permissions
- 2.Set up client upload forms for asset collection
- 3.Define comment-only collaborators for external reviewers
- 1.Configure approval workflows with pinned comments and version tracking
- 2.Create Canvas templates for resizing and reformatting assets for multiple channels
- 3.Set up Slack notifications for approval requests and asset updates
- 1.Integrate with Zapier or n8n to automate asset distribution to client's marketing tools
- 2.Test conversational search queries by color, object, or face on sample assets
- 3.Train client team on using Air's review and approval features
- 1.Run a pilot approval cycle with a real client asset to validate workflow
- 2.Adjust permissions and folder structure based on client feedback
- 3.Deliver a performance summary showing asset usage and optimization opportunities
With a $1,200/month retainer for the Air Creative Ops Launch offer, the agency covers the $900 Air subscription and earns $300 margin monthly after the 30-hour setup. Additional revenue from ongoing management at 6 hours/month yields a 25% margin on the retainer, scaling with multiple clients.
- Configured Air workspace with branded folder taxonomy and permission roles
- Automated approval workflow documentation with pinned comment guidelines
- Integration setup guide for Figma, Dropbox, Google Drive, and Slack
- Canvas template library for multi-channel asset adaptation
- Monthly asset usage and performance report template
Client team can independently upload, search, approve, and adapt assets in Air, with all integrations live and a successful pilot approval cycle completed.
More on Air
- StrategyWhy Air Compounds for Agency LTV
- ConceptAir Credit Margin Model
- Evaluation RuleAir Rule: Adopt Air Only When You Manage 3+ Accounts with Frequent Creative Revisions
- Decision FrameworkAir: Buy vs Skip (Creative Ops Scale)
- Failure PatternWhy Agencies Fail With Air in High-Volume Creative Delivery
- Operating ProcedureAir Client Workspace Setup (Onboarding)