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Client onboarding

Client Onboarding Checklist for Marketing Organizations*

*Preparation**

Collect all necessary client information (contact details, background, goals, etc.)

Assign a dedicated account manager or team for the client

Schedule an initial onboarding meeting with key stakeholders

Prepare a welcome package or introduction materials for the client

Set up internal systems and tools required for the client's project

*Discovery and Strategy**

Conduct a thorough discovery session with the client to understand their business, target audience, and objectives

Perform a competitive analysis to identify market trends and opportunities

Develop a comprehensive marketing strategy aligned with the client's goals

Create a detailed project plan outlining key deliverables, timelines, and milestones

*Communication and Collaboration**

Determine preferred communication channels and establish regular check-in meetings

Introduce the client to the team members they will be working with

Share project management tools or platforms for seamless collaboration

Set clear expectations about response times, availability, and communication protocols

*Account Setup and Tracking**

Set up necessary tracking tools (e.g., Google Analytics, CRM systems) to measure campaign performance

Create client accounts on relevant advertising platforms (e.g., Google Ads, Facebook Business Manager)

Configure tracking pixels or codes on the client's website for accurate data collection

Ensure all necessary access permissions are granted for team members and platforms

*Content Development and Approval**

Gather existing brand assets and marketing materials from the client

Create a content calendar outlining planned campaigns, blog posts, social media content, etc.

Share content for review and approval with the client, ensuring it aligns with their brand guidelines

Establish a content creation and approval process to streamline workflow

*Campaign Launch and Optimization**

Set up and launch campaigns based on the agreed strategy

Continuously monitor campaign performance and make data-driven optimizations

Regularly communicate campaign results and updates to the client

Conduct A/B testing and implement learnings to improve campaign effectiveness

*Reporting and Analysis**

Establish a reporting schedule and share regular performance reports with the client

Analyze campaign data to identify trends, insights, and areas for improvement

Provide recommendations for future campaigns based on data analysis

Schedule periodic meetings to discuss campaign performance and strategy adjustments

*Ongoing Support and Relationship Building**

Maintain open lines of communication with the client for ongoing support

Address any client concerns or questions promptly and professionally

Schedule periodic strategy meetings to discuss long-term goals and marketing plans

Regularly assess client satisfaction and gather feedback for continuous improvement

Remember, this checklist can be customized based on the specific needs and requirements of your marketing organization and the client.

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