A 15 Step Process to Successfully On-Board Your New Client
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Client has signed contract
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Client has paid for down payment to get started on project
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Create client\'s digital folder
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Send welcome email/packet to client
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Set up and send next month\'s invoice
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Create reoccurring invoices for the duration of project
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Send client a "get to know them" questionnaire
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Introduce client to any other team members that will be working on project
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Collect usernames and passwords for client\'s social media, website, blog
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Schedule a kick of meeting with client and include any other team members that will be involved in the project
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Map out client\'s marketing strategy in detail
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Set up internal weekly, monthly, quarterly, yearly goals for client
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Assign tasks to team members, create a separate todo checklists for them
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Set up a reoccurring weekly internal meeting
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Start project