Client Onboarding
Pre-Onboarding Steps
- Schedule a meeting with the client to discuss their needs and objectives.
- Prepare a list of questions to ask the client during the meeting.
- Take detailed notes during the meeting to capture the client's requirements.
- Listen actively and clarify any doubts or uncertainties.
- Identify a suitable account manager or team based on the client's requirements.
- Assign the selected account manager or team to the client.
- Communicate the assignment to both the account manager/team and the client.
- Collect and review any existing marketing goals or objectives provided by the client.
- Analyze the client's target audience and demographics.
- Identify any gaps or areas for improvement in the client's current marketing strategy.
- Prepare a checklist of all required client information and documentation.
- Request the client to provide the necessary information and documentation.
- Follow up with the client to ensure all required items are received.
- Organize and store the client information and documentation securely.
Use in Manifestly