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Client onboarding

Client Onboarding Checklist for Advertising Organizations*

*Section 1: Pre-Onboarding**

Conduct initial client assessment and determine their needs and goals

Confirm budget and scope of work with the client

Assign an account manager or team to handle the client's account

Schedule an initial meeting or call with the client to introduce the team and discuss the onboarding process

Gather all necessary client information and materials (brand guidelines, logos, target audience details, etc.)

*Section 2: Setting Expectations**

Clearly communicate the services and deliverables the agency will provide

Discuss the timeline for the onboarding process and any expected deliverables from the client

Outline communication channels and preferred methods of contact

Explain the agency's billing and payment procedures

Obtain necessary legal documentation (contracts, non-disclosure agreements, etc.)

*Section 3: Account Setup**

Create and set up client accounts on relevant advertising platforms (Google Ads, Facebook Ads, etc.)

Set up tracking and analytics tools to monitor campaign performance

Establish access and permissions for the client to review and approve campaigns

Configure project management tools for collaboration and task management

*Section 4: Strategy Development**

Conduct in-depth research on the client's industry, competitors, and target audience

Develop a comprehensive advertising strategy tailored to the client's goals

Prepare a detailed campaign plan, including budget allocation, ad formats, and targeting strategies

Review and refine the strategy with the client, taking their feedback into consideration

*Section 5: Creative Development**

Create and design ad creatives based on the approved strategy

Develop landing pages or website assets to align with the advertising campaigns

Seek client approval on the creative assets and make necessary revisions

Ensure all creatives comply with advertising platform guidelines

*Section 6: Campaign Setup and Testing**

Set up advertising campaigns on the designated platforms

Configure targeting options, ad placements, and bid strategies

Implement tracking codes and conversion goals for accurate performance measurement

Conduct thorough testing of all ads, landing pages, and tracking mechanisms

*Section 7: Performance Monitoring**

Monitor campaign performance and key metrics on a regular basis

Analyze data and provide reports to the client on campaign progress

Identify areas of improvement and optimization opportunities

Schedule regular meetings or calls with the client to discuss campaign performance and strategy adjustments

*Section 8: Ongoing Communication and Support**

Maintain open and transparent communication with the client throughout the campaign

Address any client concerns or questions promptly

Provide regular updates and progress reports

Offer support and guidance in optimizing campaigns and achieving client goals

*Section 9: Post-Campaign Assessment**

Summarize and evaluate campaign performance against initial goals and KPIs

Prepare a comprehensive report highlighting key findings and insights

Schedule a final meeting or call with the client to review campaign results and gather feedback

Discuss potential next steps and opportunities for future collaboration

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