New Client Onboarding + FREE Checklist Template For Your Marketing Agency

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Congratulations! You just scored another client! Here’s how to impress them from the get-go.

By having a firm onboarding process, you will be reinforcing your client decision in hiring you for this project.
This will include addressing any questions, gathering necessary information, and making preparations so that the project can begin as soon as possible, and as smoothly as possible.

By having a checklist ready, all tasks are laid out and guarantee a smooth onboarding process for both parties!

Client Preparation
Record Basic Details For New Client
Send Contract & Additional Documents
Check Signed Received Documents
Schedule Onboarding Call with Client
Send Welcome Email
Send New Client Questionnaire
Request Marketing Resources from Client
Confirm Marketing & Media Resources Have Been Received

Video Document/Blog Article
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Jeff Killian
 

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