Client Onboarding – Ferner Media Agency

Hello dear partner!

We are so happy that you are here with us today!
In this onboarding, let's ask:

1. Your data
2. Understand your goals better to be registered
3. Set up meetings
4. Get to know you better

:)

Ferner Media Agency

WELCOME ABOARD!

⚡️BUSINESS INFORMATION

Onboarding Call

Meeting Notes

✉️ Send Follow Up Email

✅ Complete Onboarding

WELCOME ABOARD!

Welcome to our onboarding! We are very excited to see you here! Please, fill out all the information below:

BUSINESS NAME

YOUR NAME

YOUR NAME (Copy)

BUSINESS SIZE

BUSINESS ADDRESS

TODAY’S DATE

⚡️BUSINESS INFORMATION

⚡ Alright, {{form.YOUR_NAME}}. Thank you for that.

We need a couple more info about your business here:

Would you please provide dashboard access & app access to your Shopify store? Mark completed please below if you agree and send the invite to [email protected]

Please enter your Klaviyo Account ID below (You can find the account ID (also known as the API key) in your Klaviyo account by navigating to the API Keys tab in Klaviyo: https://www.klaviyo.com/account#api-keys-tab

Task Due Date

Task Comments (if relevant)

Onboarding Call

Onboarding Script

You may have developed a script for your onboarding calls. You can copy paste your script here.

Attendance

Onboarding Call Attendance

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow.

Running Late Email Template

Meeting Notes

Customer Goal

Customer’s Goal

Goal Date

Who has ownership of this goal?

Account Planning Notes (for Internal Purposes):

Roles & Use

ROI Metrics

Roadblocks & Strategy to Overcome

Meeting Notes (for Internal Purposes):

Meeting #1 Date

Meeting #1 Other Notes

✉️ Send Follow Up Email

Customer Follow Up Email:

✅ Complete Onboarding

Define Onboarding Status:

Onboarding Status

Optional: Add any relevant notes regarding customer readiness – how confident you are in them being successful with the platform, how confident they feel, how motivated they are.

Onboarding Status Notes

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