Agency Onboarding Template

The key to a successful client agency relationship is to make sure both parties are on the same page from the start.

Agency onboarding template. You want to ensure you are leveraging best practices while onboarding your agency partner. To kick that off the agency must have a great client onboarding process to make the transition a smooth one. What works for one agency wont work for another. There is no one right answer to creating a successful onboarding plan.

This process begins as soon as the sales cycle is over and the client has signed the contract. How to excel at client onboarding a guide for agencies. Things like client email templates relevant industry case study examples informative how to articles and answers to frequently asked questionsyour account managers can then jump into a shared library of onboarding collateral and get what they need instead of recreating the wheel every time. Here is an example of a new client onboarding checklist for marketing agencies.

Free onboarding checklists and templates try smartsheet for free onboarding is the process of bringing a new employee into an organization but effective onboarding programs go well beyond the first day of orientation. By noting any choppy seas you or your clients face during the. A client onboarding checklist helps your agency ensure you dont miss a step while bringing on a new client. How to onboard new clients for a more profitable agency.

So if you dont currently follow a detailed client onboarding process now is the time to start. The following client onboarding checklist for agencies is not one size fits all. Please use this document as a baseline for creating your own unique checklist and tailor where necessary to meet the specific needs of your agency. Here are some onboarding best practices to start your relationship out on the right foot deliver value early and retain this client profitably for years to come.

Youve landed a new client theyve signed on the dotted line and everyones ready to start that juicy new project. Find out why you need a client onboarding process and get our checklist for a successful client onboarding below. We made this checklist for new client onboarding so that you as your marketing agencys project manager or client onboarding specialist will be able to optimize the process that begins your working relationship with a new client. To ensure the first stages of partnership between your organization and any newly appointed agency are hassle free it is recommended to keep an eye on what steps need to occur from the organizations perspective and outside of any agency provided list of action items.

It helps set the stage for a lasting productive relationship that will be beneficial to both your agency and the client.