Digital Marketing Client Onboarding Checklist
Ensure a smooth start to your marketing journey by completing each step in this onboarding checklist.
Task | Done | Note |
|---|
Schedule a meeting to discuss goals, needs, and expectations. | | |
Collect basic client details and understand the target audience. | | |
Prepare and sign the agreement outlining scope, timelines, and payment terms. | | |
Establish clear objectives and key performance indicators for success. | | |
Gather brand assets, including logos, colors, and typography. | | |
Analyze competitors to identify market positioning and opportunities. | | |
Request access to necessary accounts (social media, Google Analytics, etc.). | | |
Review existing digital assets like the website and content. | | |
Outline the initial marketing strategy based on insights gathered. | | |
Establish channels, frequency of updates, and reporting formats. | | |
Create a timeline with key milestones for the onboarding process. | | |
Set up a mechanism for ongoing feedback to improve collaboration. | | |
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