A Straightforward Guide to Onboarding Clients to your Digital Agency

Client onboarding is a necessary part of running your business — give your clients the best impression possible by starting the right way.

Fun Fact : Clients are more likely to “dip out” or “change their mind” during the first couple of months.

Without further ado, let us get straight to the point.

A good onboarding process for clients in your digital marketing agency should aim to create a positive and productive relationship between your agency and the client from the very beginning. Here’s a 100% working process that you can follow step by step and customize to fit your own personality and vision :

1. Welcome the client: Start by sending a warm welcome email that introduces your team and explains what they can expect from your agency.
2. Gather information: Gather as much information as possible about the client’s business, their goals, and their target audience. This will help you develop a customized marketing plan that meets their needs.
3. Set expectations: Be transparent about what your agency can and cannot do, and what the client can expect from your services. This includes outlining your agency’s process and timeline for delivering results, as well as the roles and responsibilities of each party involved.
4. Develop a marketing plan: Based on the information you’ve gathered, create a marketing plan that outlines the strategies and tactics you’ll use to help the client achieve their goals. Share this plan with the client and gather their feedback to ensure it aligns with their expectations.
5. Set up communication channels: Establish clear communication channels that will allow you to stay in touch with the client throughout the project. This includes scheduling regular check-ins, determining who the main point of contact will be, and setting up a project management tool or collaboration platform where everyone can share updates and feedback.
6. Educate the client: Educate the client on the different aspects of digital marketing, such as SEO, Web Development, social media, and PPC advertising, and explain how each can contribute to their overall marketing strategy. This will help the client understand the value of your services and the impact they can have on their business.
7. Provide training: If necessary, provide training on any tools or platforms that your agency will be using, such as Google Analytics or Facebook Ads. This will help the client understand how you’ll be tracking their progress and the results you’ll be delivering.
8. Start the project: Once the client has signed off on the strategy/plan and is comfortable with the communication channels and tools, you can start the project. Be sure to keep the client updated on progress and provide regular reports on performance and results.

Overall, a good onboarding process for clients should be focused on building trust and setting clear expectations (It’s a must to let them know what you can provide for them as clearly as possible). By taking the time to understand the client’s business, educating them on your service and the way you go about things within your agency, and keeping them informed throughout the project, you can establish a strong working relationship that will lead to successful outcomes for both your agency and the client.

Happy Onboarding!