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SMMA Onboarding Template by Cereal

The new client onboarding checklist includes collecting client details, sending legal documents, confirming receipt of signed documents, conducting an onboarding call, sending a welcome email and questionnaire, researching campaign ideas, creating a draft marketing plan, scheduling follow-up calls, updating client records, briefing teams and assigning work, informing clients of project starts, having one-week and monthly follow-up calls to provide updates and make changes, and sending a post-onboarding survey. The checklist emphasizes clear and frequent communication with clients to ensure expectations are managed.

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667 views1 page

SMMA Onboarding Template by Cereal

The new client onboarding checklist includes collecting client details, sending legal documents, confirming receipt of signed documents, conducting an onboarding call, sending a welcome email and questionnaire, researching campaign ideas, creating a draft marketing plan, scheduling follow-up calls, updating client records, briefing teams and assigning work, informing clients of project starts, having one-week and monthly follow-up calls to provide updates and make changes, and sending a post-onboarding survey. The checklist emphasizes clear and frequent communication with clients to ensure expectations are managed.

Uploaded by

noname
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

New Client Onboarding Checklist

 Introduction
 Client Preparation
o Record Basic details for this client
o Send Contract and additional documents
o Check signed documents have been received
o Have an onboarding call with the client
o Send welcome email
o Send new client questionnaire
o Request marketing and media resources from the client
o Confirm marketing and media resources received
 Setting the Agenda
o Research campaign ideas
o Create marketing plan first draft
o Schedule future calls
o Update client’s CRM and project management profile
o Confirm questionnaire is complete
 Project Start
o Brief the team and assign work
o Inform client of project start
 One-week Call
o Have a follow-up call
o Make changes based on follow-up call
 Monthly Call (repeat)
o Have another follow-up call
o Make changes based on follow-up call
o Send a post-onboarding survey

*At this point you would continue to scale based on how long the contract lasts for.
Communication is extremely important between you and the client. NEVER assume
they know something, because you do.

Source : [Link]

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