Client Onboarding Checklist

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Advertising Client Onboarding Checklist

Welcome new advertising clients to your agency with the help of a comprehensive onboarding checklist. Have the client complete the necessary forms, create a project schedule, and more with Manifestly’s customizable onboarding checklist.

By using our onboarding checklist, you can ensure that all of your advertising clients get the same great experience when they come on board. Our checklist covers the necessary steps to get your advertising clients up and running quickly and easily.

What You Can Do With Our Advertising Client Onboarding Checklist

Our advertising client onboarding checklist can help you cover all the bases when it comes to bringing on a new client. Here’s a few of the items included in our checklist:

  • Provide client with agency agreement and other paperwork
  • Schedule initial meeting with client
  • Walk client through onboarding process
  • Create a project schedule
  • Review goals, timelines, and deliverables
  • Discuss payment terms and timeline
  • Outline expectations for communication and process
  • Connect client with appropriate team members

With Manifestly’s advertising client onboarding checklist, you can ensure that each and every client gets the same great experience when they come on board. Our checklist is customizable, so you can add and remove items as needed.

Get Started With Manifestly’s Advertising Client Onboarding Checklist

Ready to get started with Manifestly’s advertising client onboarding checklist? Sign up for a free trial and start onboarding your new clients today.

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