Client Onboarding

Wishlist Share
Share Course
Page Link
Share On Social Media

About Course

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.

Show More

Course Content

How To Implement a Client Onboarding Process

  • Sign A Contract and Establish A Payment Method
  • The Welcome Email
  • Send Your Onboarding Questionnaire
  • Internal Kickoff Meeting
  • Set Up Your Client Reporting
  • Initial Project Setup
  • Client Kick Off Meeting

Onboarding Emails

Student Ratings & Reviews

No Review Yet
No Review Yet