{"id":2795,"date":"2015-12-01T23:24:27","date_gmt":"2015-12-01T23:24:27","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-for-a-marketing-agency\/"},"modified":"2026-01-16T02:07:30","modified_gmt":"2026-01-16T02:07:30","slug":"client-onboarding-for-a-marketing-agency","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-for-a-marketing-agency\/","title":{"rendered":"Client Onboarding for a Marketing Agency"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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So you've just closed a deal with a hot new client, and now you're faced with your next challenge: onboarding them in order to keep that initial momentum going<\/strong> and kick-start a great working relationship.<\/strong><\/p>\n

When you're onboarding new clients (or customers), you want to make sure they feel welcomed<\/strong> and to reinforce their feeling that they have made the right choice<\/strong> in choosing you as the solution to their problem. This will include addressing any questions, gathering necessary information, and making preparations so that the project can begin as soon as possible, and as smoothly as possible.<\/strong><\/p>\n

For all of this to happen, you need to nail down a solid client onboarding process; without a process like this in place, you risk one of the biggest mistakes<\/a><\/strong> as a digital marketing agency.<\/p>\n

We made this checklist for new client onboarding so that you, as your marketing agency's project manager or client onboarding specialist, will be able to optimize the process that begins your working relationship<\/strong> with a new client. <\/p>\n

By running this checklist, you'll be able to save time and resources<\/strong> by automating tasks, increase client satisfaction<\/strong> by making sure their needs and concerns are understood and addressed throughout the onboarding process, and ultimately reduce turnover rate<\/strong> and position yourself for a glowing testimonial<\/strong> further down the line.<\/p>\n

Let's get started!<\/a><\/p>\n <\/div>\n<\/section>\n

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Client preparation:<\/h2>\n<\/section>\n
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Record basic details for this client<\/h2>\n
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Firstly, record some basic information about the client.<\/strong> These details will be useful for automating basic tasks later on in the process.<\/p>\n

If you haven't already, you can set up <\/strong><\/span>Zapier<\/a><\/strong> to launch instances of this checklist template <\/strong>in the future and push information you already have stored in your CRM into any task's form fields automatically, based on a trigger like changing a lead's status from \"qualified\" to \"customer\".<\/span><\/p>\n

Fill out the form fields<\/strong> below.<\/p>\n <\/div>\n

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Alternately, you could set up a Zapier integration<\/strong> to push the information gathered in this (or any other) task into your CRM database<\/a>.<\/p>\n

Even if you already have the client in your CRM, this task will help to automate parts of tasks later on in this process.<\/p>\n <\/div>\n<\/section>\n

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Send contract and additional documents<\/h2>\n
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Be sure that the contract has been sent out to the client for them to sign. This process needs to be started early on, so that time lost to clients delaying contract signing is minimized.<\/p>\n

You can use Zapier's to automatically send a<\/strong> new contract each time you run this checklist<\/strong>, giving you the power to customize contracts (or any document) with data gathered from checklists. For an example of how to set this up, take a look at this HelloSign + Process Street integration<\/a> tutorial.<\/strong><\/span><\/p>\n

Mark the sub-task as complete<\/strong> once you've sent out the contract document.<\/p>\n <\/div>\n

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