Checki

A 15 Step Process to Successfully On-Board Your New Client

• Client has signed contract

• Client has paid for down payment to get started on project

• Create client\'s digital folder

• Send welcome email/packet to client

• Set up and send next month\'s invoice

• Create reoccurring invoices for the duration of project

• Send client a "get to know them" questionnaire

• Introduce client to any other team members that will be working on project

• Collect usernames and passwords for client\'s social media, website, blog

• Schedule a kick of meeting with client and include any other team members that will be involved in the project

• Map out client\'s marketing strategy in detail

• Set up internal weekly, monthly, quarterly, yearly goals for client

• Assign tasks to team members, create a separate todo checklists for them

• Set up a reoccurring weekly internal meeting

• Start project