New Client Onboarding
New Client Onboarding Specialist
Adam Estabrook
Adam Hartig
Aiden Hartig
JB Thompson
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New Client Onboarding Date
Client's Phone
*
Decision Making and Communication
Who will be our main point of contact?
Job Title
Company Roles
Primary Contact
Secondary Contact
Decision Maker
Influencer
Business Partner
3rd Party Agency Representative
The Gatekeeper
The Keymaster
There is no Dana... Only Zuul
Other
Contact's Supervisor
Name
Job Title
Phone
Email
Notes
Contact's Assistant
Name
Job Title
Phone
Email
Notes
What is the decision-making process like in your company for marketing initiatives?
How often would you like to receive updates and reports?
Preferred Contact Methods
Any Way You Want It That's The Way I Need It
Phone Call
Text Message
Email
FB Messenger
Google Chat/Spaces
Morse Code
Semaphore
Telepathy
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Preferred Contact Days
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Preferred Contact Time
Any Time
AM
PM
After Business Hours
Weekends
Marketing Materials and Branding
Do you have a style guide or brand guidelines?
What marketing materials do you currently have in place?
Are there any specific branding elements that need to be included or avoided?
Audience and Customer Insights
Can you provide data or insights about your current customers?
What customer relationship management (CRM) system do you use, if any?
Digital Presence
What is the status of your current website’s SEO?
Do you require website design or redesign services?
How active and engaged are you on social media?
Do you have any content marketing in place?
Legal and Compliance
Do you have any existing legal concerns regarding digital marketing?
Expectations and Concerns
What are your expectations from our digital marketing agency?
Do you have any concerns or apprehensions about digital marketing?
Future Planning
How do you envision our role in the growth of your company?
How would you like to see your business change and grow over the next year? Over the next 3-5 years?
What's a Swifflemick?