Client Onboarding Process for iNovate Marketing, INC

Next, select the required client package options. Choose the requested services from the sub-checklist below.

Introduction letter.

Thank you for joining iNovate Marketing, INC. We would love to welcome you to the family. iNovate Marketing, INC has been around for ten years. We have a combined of over 30 years of marketing and SEO, web design and a full range of other marketing and logo needs. 

A few things to look out for. We will be sending you several emails over the next week, with the following information: Welcome Video, our office and support hours. (If you're on a Care plan, you will get our VIP support line) and other information that you need for your project. 

Also please keep in mind, that we LOVE working with friends of our clients so if you know of someone that needs a new site, marketing, or any other services. We offer a 10% referral bonus on whatever services your friends sign up for. 

Jamie Hill

CEO and Owner of iNovate Marketing, INC

[email protected]

715-2013375

Now you should outline the agenda of the initial meeting, utilizing the form fields below.

Please take a few minutes to fill out the Questionnaire.

Attach the contract so they can read and review it before the meeting. Use the form field below to record a copy of their individual contract.

This will help them sign the contract quickly when they come to the meeting and will allow them to prepare questions of anything they are unsure of.

Answer any questions and have the client submit the signed contract during the kickoff meeting. Once again, record a copy of the signed contract in the form field below.

Ask if they know anyone else you should talk to who is facing similar issues or runs a similar type of business.  Record any referred leads in the form field below.

The kickoff meeting is a great place to get some new business leads, and probably the second best place to the final successful project delivery meeting. Ideally, you should do both. 

Add notes to the agenda with the client's feedback and input. If recorded in the form field below, any notes can also then be pushed directly into your CRM - otherwise, copy them over manually.

Email to the client if appropriate.

This is a great touch that many companies have found success with; you need to send a handwritten thank-you note to each client. Once again, scan and record a copy of the note with the form field below.

If you don't believe us when we say how useful this step is, check out the posts below to change your mind.

• How 13,000 Handwritten Thank-You Notes Built A Thriving Business
• The Power of the Handwritten Note: When to Dust Off the Pen and Paper

Now you need to write up internal notes and to-dos for the rest of the team. Save a copy of the final meeting notes with the form field below, to ensure easy access and full records.

Include the agenda but put specific action points for team members to start working on. Also, add this to the CRM as things tend to get lost in email (again, this can be set up to happen automatically with the form field).

Don't forget to add everything to your CRM! Whilst this can be done manually, if you have utilized the form fields in the previous steps, this may have automatically occurred already.

Nonetheless, even if you have automated the process, you must check that the forms are there.

Perform a “How’s it going?” call to touch base, and report on the progress of account consolidations. Record the date of this call below.

If you have not received the requested information from the client after 1 week, make sure to send a follow-up email chasing them down for the information. Utilize the email widget below whilst customizing it to your needs to do this easily.

Send a follow-up survey to see how your client's first month has gone. Record both the original follow-up survey and a link to the client's completed response with the form fields below.

Go over the client's account and make sure that their project is on schedule and that all money has been collected. Record both with the dropdown form fields below.

Ask the client via email if it's convenient to send over the project status update. Once you get client approval (recorded below), send over a link to the details (also recorded below).

For added security, use a Dropbox link that you can delete afterwards.