Mkt Agencies Client Onboarding

Template

Mkt Agencies Client Onboarding Template was created to help your team welcome new clients on board. With our tool, you will be able to organize the attention that your new client deserves in their first month as a customer. Making sure they will be more loyal and satisfied with your company.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Form

 

  • 1. Company name

  • 2. Client name

  • 3. Client email

  • 4. Sign up date

Pre-meeting

 

  • 1. Client package

    • Logo design
    • Branding
    • Website design
    • Custom integrations
    • Content creation
    • Social media marketing
    • Search engine optimization
  • 2. Attach the digital welcome package.

  • 3. Kick-off meeting date

  • 4. Kick-off meeting agenda

  • 5. Link to questionnaire

  • 6. Checklist

    • Welcome-aboard-mail template sent
    • Real welcome package for kickoff meeting prepared

Kickoff meeting

 

  • 1. Before the meeting

    • Schedule online account access training session.
  • 2. During the meeting

  • 3. Competitor referrals attachment

  • 4. Competitor referrals

  • 5. During the meeting checklist

    • Introduce agency's way of working
    • Introduce agency deadlines.
    • Introduce agency institucional presentation.
    • Define customer's briefing.
  • 6. Expected results

    • Increase sales
    • Increase website traffic
    • Better web content
    • Lead conversion
    • Social media effectiveness
    • Email openings
    • Increase billing
    • Improve branding strategies
    • Others
  • 7. Meeting conclusions

Post-meeting

 

  • 1. Agenda

  • 2. Meeting notes

One week later

 

  • 1. First touch base

  • 2. How was the call?

  • 3. If the information requested in the kick-off meeting was not received, send the client a follow-up email.

Four weeks later

 

  • 1. Follow-Up survey

  • 2. Account statements review

    • Project status on time
    • Payment status on time
  • 3. Send first month project update and status.

    • Client approval
    • Project update link
  • 4. Is the customer satisfied with the results this far?

    • Yes
    • No
  • 5. Feedback details

Done

 

Welcome aboard

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