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Client onboarding

Client Onboarding Checklist for Advertising Organizations*

*Section 1: Pre-Onboarding Steps**

Conduct initial client assessment and evaluation

Determine if the client's needs align with the agency's expertise and capabilities

Assess the potential profitability and long-term value of the client

Define the scope of work and understand client expectations

Prepare necessary legal documentation, including contracts and non-disclosure agreements

Assign an account manager or team to handle the client's account

*Section 2: Administrative Tasks**

Gather client information, including contact details, company background, and target audience

Set up client accounts and provide access to relevant platforms or tools

Create internal folders and systems to organize client documents and communication

Set up invoicing and billing processes, including payment terms and methods

Discuss and agree upon project timelines, milestones, and deliverables

*Section 3: Communication and Collaboration**

Schedule an initial kickoff meeting to introduce the client to the agency team

Establish preferred communication channels and response time expectations

Share agency's working hours and contact details for urgent matters

Create a communication plan to outline regular progress updates and reporting

Set expectations for client's involvement and availability during the project

*Section 4: Strategy and Goal Setting**

Conduct a thorough analysis of the client's business, industry, and competitors

Define the client's advertising goals, objectives, and key performance indicators

Develop a clear strategy and action plan to achieve the client's objectives

Collaborate with the client to align on campaign messaging, tone, and brand guidelines

Agree upon metrics for success and establish tracking and reporting mechanisms

*Section 5: Campaign Execution and Optimization**

Create and present a detailed campaign proposal to the client for approval

Develop creative assets, ad copies, landing pages, and other necessary materials

Launch the advertising campaigns across relevant channels and platforms

Monitor campaign performance regularly and make data-driven optimizations

Provide regular reports and insights to the client, highlighting key metrics and outcomes

*Section 6: Ongoing Relationship Management**

Schedule regular check-ins and performance reviews with the client

Proactively communicate any issues, challenges, or changes in strategy

Continuously seek feedback and suggestions from the client for improvement

Explore opportunities for upselling or cross-selling additional services

Evaluate client satisfaction and potential for long-term partnership

*Section 7: Offboarding or Renewal**

Conduct a final campaign analysis and review with the client

Discuss results, lessons learned, and opportunities for future collaboration

Determine if the client wishes to renew the contract or discontinue the services

Handle necessary contract renewals or termination procedures

Archive all relevant campaign data, documents, and reports for future reference

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