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Client Onboarding Sonova Group

Client Onboarding Sonova Group

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 new client questionnaire
8
Send welcome email
9
Request marketing and media resources from the client
10
Technical setup is checked and leads are received?
11
Confirm marketing and media resources received
12
Setting the agenda:
13
Research campaign ideas
14
Create marketing plan first draft
15
Approval: Marketing plan first draft
16
Schedule future calls
17
Update client's CRM and project management profile
18
Confirm questionnaire is complete
19
Project start:
20
Brief the team and assign work
21
Inform client of project start
22
One week into the project:
23
Have a follow-up call
24
Make changes based on follow-up call
25
Four weeks into the project:
26
Have a second follow-up call
27
Make changes based on second follow-up call