Your marketing agency has just acquired a new client. *high fives all around* ????
But before you pop the champagne, it’s time to onboard your new client to set them up for success and make a strong, long-lasting first impression.
Managing client expectations from day one is essential for client retention. You will inadvertently sabotage your agency’s growth objectives without the appropriate processes.
You’re in the right place if you don’t have a client onboarding checklist or want to determine whether you’re optimizing this crucial phase of the agency-client relationship.
This article will provide a six-step client onboarding checklist that will allow you to onboard new customers efficiently and reduce customer churn.
How To Implement a Client Onboarding Process
Sign A Contract and Establish A Payment Method00:00
The Welcome Email00:00
Send Your Onboarding Questionnaire00:00
Internal Kickoff Meeting00:00
Set Up Your Client Reporting00:00
Initial Project Setup00:00
Client Kick Off Meeting00:00
DAY 1 – WELCOME!00:00