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client onboarding

Pre-Contractual Stage

Gather initial client information such as company name, contact details, and industry.

Conduct a preliminary discussion or meeting to understand client requirements and goals.

Assess if the client's needs align with the agency's expertise and capabilities.

Provide the client with an overview of the agency's services, processes, and pricing.

Share case studies or testimonials to showcase the agency's past successes.

Address any concerns or questions the client may have before proceeding.

Contractual Stage

Prepare a detailed contract or agreement outlining the scope of work, deliverables, and timelines.

Clearly define payment terms, including pricing structure, billing schedule, and any additional fees.

Obtain necessary signatures from both parties to formalize the agreement.

Ensure the client understands the contract terms and is comfortable proceeding.

Kickoff Meeting

Schedule a kickoff meeting with the client and the agency's team members involved in the project.

Introduce the client to the project manager or account executive who will be their main point of contact.

Review the project objectives, expectations, and key milestones.

Discuss the client's target audience, brand guidelines, and any specific requirements.

Share relevant market research or competitor analysis to provide insights.

Establish communication channels and frequency of progress updates.

Gathering Assets and Information

Request access to the client's branding assets, including logos, brand guidelines, and style guides.

Collect any existing marketing collateral or materials for reference.

Obtain website credentials, analytics access, and social media account details.

Request any relevant industry-specific information or technical documentation.

Schedule interviews or meetings to gather additional information from the client's team.

Setting Up Internal Processes

Assign dedicated team members for each aspect of the project, such as creative, strategy, or analytics.

Create project management tools or software to track progress, tasks, and deadlines.

Set up internal communication channels for seamless collaboration.

Share the client's information and project details with the relevant team members.

Conduct internal meetings or training sessions to ensure everyone is aligned with the project goals.

Project Planning

Develop a detailed project plan with timelines, milestones, and deliverables.

Break down the project into actionable tasks and assign responsibilities.

Estimate resource requirements and allocate team members accordingly.

Define key performance indicators (KPIs) and metrics to measure success.

Share the project plan with the client for their approval and feedback.

Reporting and Review

Determine the reporting frequency and format that best suits the client's needs.

Set up analytics tools and implement tracking mechanisms.

Regularly analyze and measure campaign performance against established KPIs.

Prepare comprehensive reports or presentations highlighting the results achieved.

Schedule periodic review meetings with the client to discuss progress and address any concerns.

It's important to note that this checklist may vary depending on the specific requirements and processes of each advertising organization.

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