Onboarding New Clients

A smooth onboarding process is the foundation of a successful client relationship. When clients feel supported from the start, they gain confidence in your agency and trust in your ability to deliver results. A well-structured onboarding system eliminates confusion, sets clear expectations, and ensures a seamless transition into campaign execution.

This chapter outlines a step-by-step approach to client onboarding, covering intake forms, contracts, onboarding calls, and workflow automation.

Key Points:

• A structured onboarding process eliminates client doubts and builds trust;
• An intake form collects essential business details, goals, and brand guidelines;
• Contracts should be clear, legally binding, and easy to sign using e-signature tools;
• A scheduling tool simplifies booking onboarding calls and reduces back-and-forth emails;
• Automated reminders minimize no-shows and ensure clients are prepared for meetings;
• The onboarding call should cover expectations, communication guidelines, and next steps;
• CRM tools help streamline onboarding and track progress;
• Transparency and automation create a high-touch client experience while saving time.