Your Growth, Our Focus: The Ultimate Client Onboarding Process
1. Discovery & Initial Consultation
2. Strategy Development & Proposal
3. Kickoff & Goal Setting
4. Implementation & Optimization Plan
- Purpose: Understand the client’s business, goals, target audience, and challenges.
- Activities: Conduct a detailed consultation to gather insights on the client’s objectives, past marketing efforts, budget, and timelines.
- Outcome: Build a shared understanding of the client’s vision and determine if there’s a strategic fit for both parties.
- Purpose: Develop a customized marketing strategy tailored to the client’s goals.
- Activities: Analyze market data, competitive landscape, and audience behavior to draft a comprehensive strategy, outlining key channels (like PPC, SEO, social media), KPIs, and expected timelines.
- Outcome: Present a proposal with clear objectives, expected deliverables, and performance benchmarks. Align on budget and finalize the agreement.
- Purpose: Set the foundation for communication, timelines, and reporting.
- Activities: Hold a kickoff meeting with the client’s team to set clear expectations, review the plan in detail, and establish communication and reporting schedules.
- Outcome: Confirm and align on campaign goals, timelines, and a roadmap for deliverables. Define success metrics for each channel and confirm the points of contact.
- Purpose: Start execution and establish optimization cycles for performance improvement.
- Activities: Begin launching initial campaigns, collecting baseline data, and implementing tracking mechanisms. Establish a cadence for optimization based on early performance metrics.
- Outcome: Maintain ongoing communication, sharing performance reports, insights, and any necessary adjustments to maximize ROI based on real-time data.
