New Client Onboarding + FREE Checklist Template For Your Marketing Agency

Congratulations! You just scored another client! Here's how to impress them from the get-go.

By having a firm onboarding process, you will be reinforcing your client decision in hiring you for this project.
This will include addressing any questions, gathering necessary information, and making preparations so that the project can begin as soon as possible, and as smoothly as possible.

By having a checklist ready, all tasks are laid out and guarantee a smooth onboarding process for both parties!

Client Preparation
Record Basic Details For New Client
Send Contract & Additional Documents
Check Signed Received Documents
Schedule Onboarding Call with Client
Send Welcome Email
Send New Client Questionnaire
Request Marketing Resources from Client
Confirm Marketing & Media Resources Have Been Received

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[RoriRebel]

Gosh took me like a week to find a video that had this information which is excellent what I was looking for! Thank you for sharing!

[isaactweneboah-koduah]

I can't wait to get my first client onboard. Thanks for your kindness. You are indeed a professional Digital Marketing agent. Great video

[usamachohan_]

Hay Jordan, Onboarding Checklist LINK not working Clickfunnels interrupt me.

[Super]

What is up with the Cereal Entrepreneur website? Can't access anything

[Theprocessbjj]

Getting ready to onboard my first paying client!

[stefanalee]

What’s that song near the end? At 8:29

[DoomCatcher]

The link for the checklist no longer works, please fix it.

[DezmondAbrams]

If client wants to spend 1k per month on ads. How exactly do you explain or break it down to them the billing since you can't go into Facebook and just swipe for 1k. They have threshold/spending limits when a account first starts where you get billed each time you hit $25, $50 etc...thnx

[davidfaiheng]

Thank you Jordan! This is exactly what I am looking for! 🙏

[manavsingh]

Suggest books for marketers who want to run their agency?

[ari-vr]

Thank you so much for this super informative video!

[yetidrone]

Hey Jordan where can we get the new client questionnaire?

[bradb]

Hey Jordan, what kind of 1 on 1 coaching/consulting do you offer?

[MyGaiaStyle]

Do your clients trust you using there personal account info to log into facebook business manager?

[angelolisboa]

Awesome video. Do you usually just run 1 Ad Campaign for a client each month? Or is it best to run multiple campaigns in a month?

[mikeyanthony]

is anyone interested in making a group chat on telegram about SMMA to help eachother out?