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New Client Onboarding [Alan Clients]
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New Client Onboarding [Alan Clients]

1
Create Client Folder + Creative Folder
2
Complete the Client's Hubspot Profile
3
Add To Client Roster
4
Add to Client KPI Sheet
5
Add to Client Map

Create Client Folder + Creative Folder

Create the folder inside of the $ Live Clients – SERP Co folder. 

  • 1

    Search for the client name, just in case they already have a folder
  • 2

    Create the Client Folder named – “CLIENT NAME”
  • 3

    Create the Client Creative Folder within – “Creatives – CLIENT NAME”
  • 4

    Make Only The Creative’s Folder Shareable

Reference the video if needed

Complete the Client’s Hubspot Profile

It’s very important the client’s Hubspot Profile is filled out with all the information necessary.

This will enable the Campaign Builder to set up the Campaign seamlessly. 

1) Login to Hubspot

2) Select Deals under the Sales tab 

3) Select Onboarding Pipeline

4) Find Clients Deal on Board

  • 1

    Add Office Hours to Deal

5) Go to linked Company 

  • 1

    Add Company Domain Name (i.e Website Address)
  • 2

    Link to Client Folder
  • 3

    Link Google My Business
  • 4

    New Patient Paperwork (If found on website)
  • 5

    Office Address

Add To Client Roster

  • 1

    Add Client to Client Roster
  • 2

    Mark as Live on sheet

Include:

  • 1

    Client Name
  • 2

    ALAN Name (If Applicable)
  • 3

    Website URL
  • 4

    Client Folder Link
  • 5

    Location
  • 6

    Niche
  • 7

    Relationship Manager
  • 8

    Indicate Services

Add to Client KPI Sheet

Click Here for the Client KPI Sheet

Under the clients tab, add the new client

  • 1

    Add Client Name
  • 2

    Service
  • 3

    ALAN Name (if applicable)
  • 4

    Promotional Service
  • 5

    Link Hubspot Deal
  • 6

    Mark as in Queue under “Status from CSM” and “Status from LGS”
  • 7

    Mark as Not Entered under “Billing Status”
  • 8

    Enter Campaign Details: Adspend, Weekly or Monthly, Promotion
  • 9

    Enter Client Info: Practice City/State, Contact Emails, Phone Numbers, Build Fee

Add to Client Map

Add Client to Client Map

Make sure client is listed under appropriate service/field. 

Take control of your workflows today.

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