Process St – Client Onboarding for a Marketing Agency

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Online Client Onboarding for a Marketing Agency Template

Not a Process Street user yet? Sign up for a free trial here to get started.

So you’ve just closed a deal with a hot new client, and now you’re faced with your next challenge: onboarding them in order to keep that initial momentum going and kick-start a great working relationship.

When you’re onboarding new clients (or customers), you want to make sure they feel welcomed and to reinforce their feeling that they have made the right choice in choosing you as the solution to their problem. 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.

For all of this to happen, you need to nail down a solid client onboarding process; without a process like this in place, you risk one of the biggest mistakes as a digital marketing agency.

We made this checklist for new client onboarding so that you, as your marketing agency’s project manager or client onboarding specialist, will be able to optimize the process that begins your working relationship with a new client.

By running this checklist, you’ll be able to save time and resources by automating tasks, increase client satisfaction by making sure their needs and concerns are understood and addressed throughout the onboarding process, and ultimately reduce turnover rate and position yourself for a glowing testimonial further down the line.

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