Free Digital Marketing Client Onboarding Checklist Template
Digital Marketing Client Onboarding Checklist
Ensure a smooth start to your marketing journey by completing each step in this onboarding checklist.
Name
Phone number
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Done |
Note |
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Schedule a meeting to discuss goals, needs, and expectations. |
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Collect basic client details and understand the target audience. |
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Prepare and sign the agreement outlining scope, timelines, and payment terms. |
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Establish clear objectives and key performance indicators for success. |
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Gather brand assets, including logos, colors, and typography. |
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Analyze competitors to identify market positioning and opportunities. |
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Request access to necessary accounts (social media, Google Analytics, etc.). |
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Review existing digital assets like the website and content. |
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Outline the initial marketing strategy based on insights gathered. |
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Establish channels, frequency of updates, and reporting formats. |
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Create a timeline with key milestones for the onboarding process. |
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Set up a mechanism for ongoing feedback to improve collaboration. |
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