Social media marketing agencies need access to client's brand assets, client accounts, and information to manage campaigns effectively. If you are wondering how you can collect all that information efficiently and quickly, use this SMMA client onboarding checklist.
You want to make sure you understand your client’s marketing goals, values, target audience, sales process, and other details to run the best marketing campaigns. This onboarding process checklist will help you gather necessary information and make preparations to onboard your new client so that you can run a successful and smooth project.
With this advanced checklist, you can send a welcome pack, share personalized welcome message or client onboarding questionnaire, schedule meetings, request access to social media accounts, and give a campaign overview. You can easily impress your clients and make them feel that they made the right choice by choosing your service.
This marketing client onboarding checklist is a great way to complete internal onboarding actions and help you build a great working relationship, save your time, create a seamless onboarding experience for your clients, and increase client satisfaction.