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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.
CLIENT INTRODUCTION:
Send out introduction email and include client questionnaire
Collect basic client contact information
Send out client proposal, contract, and invoice for first payment
Create a new client folder (paper/digital)
Receive signed contract and record first payment
INTRODUCTION MEETING:
Send out welcome email and set up first (discovery) meeting
Send out first meeting agenda
Request additional details from client (blog and social media details, usernames and passwords)
Take notes during discovery meeting with client
MARKETING PLAN AND AGENDA
Marketing and campaign research for new client
Create marketing and campaign plan
Review with client and have client sign off on marketing plan
Create marketing timeline and have client sign off on timeline
Assign tasks to team (if you have one) and schedule a kickoff meeting with team
Set up additional meetings with client (monthly)
Invoice any additional payments with due dates or set up reoccurring monthly payment
Record project start date and begin project
This creates a private checklist in your account.