{"id":9189,"date":"2016-12-15T22:02:33","date_gmt":"2016-12-15T22:02:33","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-for-a-marketing-agency-31\/"},"modified":"2024-02-28T20:50:27","modified_gmt":"2024-02-28T20:50:27","slug":"client-onboarding-for-a-marketing-agency-31","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-for-a-marketing-agency-31\/","title":{"rendered":"Client Onboarding Process for iNovate Marketing, INC"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction: <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r-wjF2T0P_MeB3jSB4BO6g.jpg\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r-wjF2T0P_MeB3jSB4BO6g.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"collect-client-info\">\n<h2> Collect Client Info <\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Contact Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Contact Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signup Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"premeeting\">\n<h2> Pre-Meeting: <\/h2>\n<\/section>\n<section id=\"select-client-package-options\">\n<h2> Select client package options <\/h2>\n<div class=\"text-content\">\n<p>Next, select the required<strong> client package options<\/strong>. Choose the requested services from the&nbsp;<strong>sub-checklist<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Logo design\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Branding\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Website design\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Custom integrations\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Content creation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Social media marketing\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Search engine optimization\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"send-a-welcome-package\">\n<h2> Send a welcome package <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      A letter of introduction, written on iNovate Marketing, INC letterhead\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      A link to a welcome video\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Send Business Cards with the support line on it.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      A brochure, flyer or leave-behind piece\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Send contract, confidentiality agreement, non-disclosure\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      1-3 of our most popular articles, links\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Testimonials, case studies\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><strong>Introduction letter.<\/strong><\/p>\n<p><strong>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.&nbsp;<\/strong><\/p>\n<p><strong>A few things to look out for. We will be sending you several&nbsp;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.&nbsp;<\/strong><\/p>\n<p><strong>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&nbsp;bonus on whatever services your friends sign up for.&nbsp;<\/strong><\/p>\n<p><strong>Jamie Hill<\/strong><\/p>\n<p><strong>CEO and Owner of iNovate Marketing, INC<\/strong><\/p>\n<p><strong><a href=\"mailto:sales@inovatemarketing.com\" rel=\"nofollow\">sales@inovatemarketing.com<\/a><\/strong><\/p>\n<p><strong>715-2013375<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"outline-initial-meeting-agenda\">\n<h2> Outline initial meeting agenda <\/h2>\n<div class=\"text-content\">\n<p>Now you should outline the<strong> agenda of the initial meeting<\/strong>, utilizing the <strong>form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Initial Meeting Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Initial Meeting Agenda <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-new-client-questionnaire\">\n<h2> Send new client questionnaire <\/h2>\n<div class=\"text-content\">\n<p>Please take a few minutes to fill out the Questionnaire.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Link to Questionnaire- http:\/\/www.inovatemarketing.com\/client-intake-form\/ <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"email-the-contract-for-review-and-signing\">\n<h2> Email the contract for review and signing <\/h2>\n<div class=\"text-content\">\n<p>Attach the <strong>contract<\/strong> so they can read and review it before the meeting. Use the <strong>form field<\/strong> below to<strong> record a copy<\/strong> of their individual contract.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client Contract <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>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.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"initial-kickoff-meeting\">\n<h2> Initial Kickoff Meeting: <\/h2>\n<\/section>\n<section id=\"collect-signed-contract\">\n<h2> Collect signed contract <\/h2>\n<div class=\"text-content\">\n<p>Answer any questions and have the client submit the<strong> signed contract<\/strong> during the kickoff meeting. Once again, <strong>record a copy<\/strong> of the signed contract in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed Contract <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-for-referrals\">\n<h2> Ask for referrals <\/h2>\n<div class=\"text-content\">\n<p><strong>Ask if they know anyone else you should talk to<\/strong> who is facing similar issues or&nbsp;runs a similar type of business. &nbsp;<strong>Record<\/strong> any <strong>referred leads<\/strong> in the<strong> form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Referred Leads <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The kickoff meeting is a great place to <strong>get some new business leads<\/strong>, and probably the second best place to the final successful project delivery meeting. Ideally, you should do both.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"immediately-postmeeting\">\n<h2> Immediately Post-Meeting: <\/h2>\n<\/section>\n<section id=\"finalize-agenda-with-input-from-client\">\n<h2> Finalize agenda with input from client <\/h2>\n<div class=\"text-content\">\n<p><strong>Add notes<\/strong> to the agenda with the <strong>client's feedback and input<\/strong>. If recorded in the <strong>form field<\/strong> below, any notes can also then be pushed directly into your CRM - otherwise, copy them over manually.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Agenda Notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Email to the&nbsp;client if appropriate.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-handwritten-thankyou-notes\">\n<h2> Send handwritten thank-you note(s) <\/h2>\n<div class=\"text-content\">\n<p>This is a great touch that many companies have found success with; you need to <strong>send a handwritten thank-you note<\/strong> to each client. Once again, <strong>scan and record a copy<\/strong> of the note with the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Thank-you note <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hVbtsDrG5b39aLFFov1M9A.gif\" alt=\"Send handwritten thank-you note(s)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hVbtsDrG5b39aLFFov1M9A.gif\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you don't believe us when we say how useful this step is, check out the posts below to change your mind.<\/p>\n<ul>\n<li><a href=\"http:\/\/www.forbes.com\/sites\/micahsolomon\/2014\/05\/11\/thanks\/\" rel=\"nofollow noopener\" target=\"_blank\">How 13,000 Handwritten Thank-You Notes Built A Thriving Business<\/a><\/li>\n<li><a href=\"http:\/\/www.realbusiness.com\/2014\/02\/big-ideas\/the-power-of-the-handwritten-note-when-to-dust-off-the-pen-and-paper\/\" rel=\"nofollow noopener\" target=\"_blank\">The Power of the Handwritten Note: When to Dust Off the Pen and Paper<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"write-up-meeting-notes-for-your-team\">\n<h2> Write up meeting notes for your team <\/h2>\n<div class=\"text-content\">\n<p>Now you need to <strong>write up internal notes and to-dos for the rest of the team<\/strong>.<strong> Save a copy<\/strong> of the final meeting notes with the<strong> form field<\/strong> below, to ensure easy access and full records.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Written Up Meeting Notes <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Include the <strong>agenda<\/strong> but put specific <strong>action points<\/strong> 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).<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"add-meeting-notes--contract-to-crm\">\n<h2> Add meeting notes &amp; contract to CRM <\/h2>\n<div class=\"text-content\">\n<p>Don't forget to <strong>add everything to your CRM<\/strong>! Whilst this can be done manually, if you have utilized the<strong> form fields<\/strong> in the previous steps, this <strong>may have automatically occurred already<\/strong>.<\/p>\n<p>Nonetheless, even if you have automated the process, you must<strong> check<\/strong> that the forms are there.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"one-week-later\">\n<h2> One Week Later: <\/h2>\n<\/section>\n<section id=\"first-touch-base-call\">\n<h2> First touch base call <\/h2>\n<div class=\"text-content\">\n<p>Perform a <strong>\u201cHow\u2019s it going?\u201d call<\/strong> to touch base, and<strong> report on the progress<\/strong> of account consolidations. Record the <strong>date<\/strong> of this call below.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First Touch Base Call <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"followup-email-to-client-regarding-information-requested-at-initial-meeting\">\n<h2> Follow-up email to client regarding information requested at initial meeting <\/h2>\n<div class=\"text-content\">\n<p>If you have not received the <strong>requested information<\/strong> from the client after 1 week, make sure to <strong>send a follow-up email<\/strong> chasing them down for the information. Utilize the <strong>email widget<\/strong> below whilst <strong>customizing it<\/strong> to your needs to do this easily.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"four-weeks-later\">\n<h2> Four Weeks Later: <\/h2>\n<\/section>\n<section id=\"send-a-followup-onboarding-survey\">\n<h2> Send a follow-up onboarding survey <\/h2>\n<div class=\"text-content\">\n<p>Send a follow-up<strong> survey<\/strong> to see how your client's first month has gone. <strong>Record<\/strong> both the <strong>original follow-up survey<\/strong> and a <strong>link to the client's completed response<\/strong> with the<strong> form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Follow-Up Survey <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Link to Client's Response <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Add Screen Shots of Before and After on the site, as well as traffic before and after. <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-account-statements\">\n<h2> Review account statements <\/h2>\n<div class=\"text-content\">\n<p><strong>Go <\/strong>over<strong> the client's account<\/strong> and&nbsp;make sure that their<strong> project is on schedule<\/strong> and that all <strong>money has been collected<\/strong>. Record both with the dropdown<strong> form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Status <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Payment Status <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-first-month-project-update-and-status\">\n<h2> Send first month project update and status <\/h2>\n<div class=\"text-content\">\n<p><strong>Ask the client<\/strong> via email if it's convenient to <strong>send over the project status update<\/strong>. Once you get <strong>client approval<\/strong> (recorded below), send over a link to the details (also recorded below).<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client Approval <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Update Link <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For added security, use a <a href=\"https:\/\/www.dropbox.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Dropbox<\/a> link that you can delete afterwards.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Collect Client Info Contact Name Contact Email Signup Date Date will be set here Pre-Meeting: Select client package options Next, select the required client package options. 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