Onboarding Checklist For Digital Marketing Clients
Whether you are an agency, small business, or freelancer, use this free digital marketing client onboarding checklist to ensure a professional and easy process for your new clients.
digital marketing onboarding checklist
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CLIENT INTRODUCTION:
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Send out introduction email and include client questionnaire
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Collect basic client contact information
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Send out client proposal, contract, and invoice for first payment
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Create a new client folder (paper/digital)
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Receive signed contract and record first payment
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INTRODUCTION MEETING:
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Send out welcome email and set up first (discovery) meeting
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Send out first meeting agenda
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Request additional details from client (blog and social media details, usernames and passwords)
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Take notes during discovery meeting with client
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MARKETING PLAN AND AGENDA
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Marketing and campaign research for new client
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Create marketing and campaign plan
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Review with client and have client sign off on marketing plan
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Create marketing timeline and have client sign off on timeline
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Assign tasks to team (if you have one) and schedule a kickoff meeting with team
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Set up additional meetings with client (monthly)
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Invoice any additional payments with due dates or set up reoccurring monthly payment
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Record project start date and begin project
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