Client Onboarding And Execution Process of a Project: Social Cutlet

This process is made for our internal purpose. To maintain the track of each and everything related to the client who has just connected with Social Cutlet. 

This process is basically for the client who has opted the Marketing and Advertising services.

This needs to be run and checked for each client. So that they can be in loop on each stage.

Further steps are defined clearly, please proceed accordingly.

All the best!

First, we need to record the lead's details and update their status.

This should be done in your CRM and passed to Process Street automatically via a Zapier integration, but you can also enter the data manually. In both cases, use the data to fill in the form fields below.

Remember to also add a follow-up task for 2 weeks! If you don't have a CRM, take a look at our list of CRMs we recommend for Small Businesses.

Once we get paid. We have a new CLIENT to serve. 

The team should know and be prepared for all sort of tasks. And should be able to make the bandwidth.

If the client has not seen the SLA/T&C document before and not confirmed. 

Within 2 days, we should register the signed copy in our records. 

Follow up call should be made for the same.

Note: Convey and follow this, If the client has not confirmed the SLA or Terms and Conditions after 2 days of making the payment. The same would be applied effectively from 3rd day.

This is to convey to the client or his team that we have begun working on the project and He/she should get the updates in some intervals.

Convey: That we are taking 14 days to research your brand, competitor, Customers, audience etc.

After that we can launch the campaign. 

If we have not received the requested information from the client after 3 days of the Kickoff call, 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.

Here we introduce our client to the project management tool we use.

We create the project here and add the client or his representative here.

All the team member of the project would come the table with the data they have gathered form the research period.

Team would analyse the data and discuss on the data give by the research team.

This data would help other team members to research on their particular roles to the projects.

Example: Based on the gathered data, design team would research on the design needs of the particular project/brand.

This is the most important step and the discussion.

Here we all sit together and discuss on the basis of the data gathered by the team.

Here we do:

1. Analyse the data.

2. discuss the brand.

3. Discuss the strategy and campaign.

4. Discuss the Message, which would go to the campaign.

5. Divide the discussion to the tasks.

6. Discuss the timelines.

What else?

Once we are done with this step.The project management team would update the Asana.

Once we have discussed everything related to the project.

We would move to Project Management Tool.

Here we would update, assign and give deadlines to the tasks which needs to be done under the project.

Project Manager should have his tight control on this and he should update and follow up for each and everything.

Once everything is set up.

Client would be trained to use the tools and Facebook lead extracting process.

If our client has access to a portal or project tracking system, ensure they have proper access and are trained on how to log in and look at the appropriate activity.

The launch kit would contain each and everything required to the campaign.

Example: Website, Landing pages, Ads Creatives etc.

Delivery of the kit would be on Asana only.

For the safer side we can email or slack to each other.

All the ads would be uploaded to Social Cutlet Drive. Link of the same would be shared on the tool.

This is the responsibility of the project manager and the design team to communicate to the client and update. 

Get the response from the client and Make the revisions if at all needed.

This is the first part of the campaign, where the implementation team would put a small part of the advertisement budget to test the campaign and response.

This is to check, whether we are on right track or not.

Duration of the trial would be one week.

Notify the client, once the campaign the live. And the client can expect the leads anytime.

Note: This step should be executed via call and email.

This is the call from Project manager, to the client.

Here we need to make sure that the client has seen the leads he got and following properly.

client should know that, the quality of the lead is not the responsibility of Social Cutlet if he has not followed up withing 24 hrs.

The trial is for one week would be over by this time and we would have a call to check the quality of the leads the client has received so far.

Check how was the quality of the lead.

Quality of the lead: If the lead has anything to do with the business of the client and he has shown some interest in the brand.

Conversion is secondary part. And that does not define the quality of the lead.

Once we and client are confident enough that the quality of the leads is good and we are on the right track. We run the fully fledged campaign. 

After launching the campaign we need to call the client.

Not just for the lead quality but the services as well.

After launching the campaign we need to call the client.

Not just for the lead quality but the services as well.

We are here to provide transparency to the client on each and every step and the client should raise any question AGAINST Social Cutlet. 

That is why are implementing this phase.

Prepare the final sheet of the leads, the client has got so far.

Prepare the reports of the campaign.

We are here to provide transparency to the client on each and every step and the investment report should be delivered to the client.

Once we are done with the report and analytics.

We can move the next stage.

Where the next month planning should happen. And even before that, wrap would happen.

Send a follow-up survey to see how our 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.

You can use the same tools but make sure you ask questions related to how their first month was and how you could improve your service to them.

Finance Team and Project management team both would come in the picture.

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

This is a great touch that many companies have found success with; we 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.

This is just to improve the client relationship.