Templates
Customer Management
Client Onboarding for a Marketing Agency
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Client Onboarding for a Marketing Agency

Run this checklist each time a new client needs onboarding.
1
Introduction:
2
Client preparation:
3
Record basic details for this client
4
Send contract and additional documents
5
Check signed documents have been received
6
Have an onboarding call with the client
7
Send welcome email
8
Send new client questionnaire
9
Request marketing and media resources from the client
10
Confirm marketing and media resources received
11
Setting the agenda:
12
Research campaign ideas
13
Create marketing plan first draft
14
Approval: Marketing plan first draft
15
Schedule future calls
16
Update client's CRM and project management profile
17
Confirm questionnaire is complete
18
Project start:
19
Brief the team and assign work
20
Inform client of project start
21
One week into the project:
22
Have a follow-up call
23
Make changes based on follow-up call
24
Four weeks into the project:
25
Have a second follow-up call
26
Make changes based on second follow-up call
27
Send a post-onboarding survey
28
Sources:
29
Related checklists: