New Client Onboarding + FREE Checklist Template For Your Marketing Agency

Grab This Free Client Onboarding Checklist --- http://bit.ly/client-on-boarding-checklist

Congratulations! You just scored another client! Here's how to impress them from the get-go.

By having a firm onboarding process, you will be reinforcing your client decision in hiring you for this project.
This will include addressing any questions, gathering necessary information, and making preparations so that the project can begin as soon as possible, and as smoothly as possible.

By having a checklist ready, all tasks are laid out and guarantee a smooth onboarding process for both parties!

Client Preparation
Record Basic Details For New Client
Send Contract & Additional Documents
Check Signed Received Documents
Schedule Onboarding Call with Client
Send Welcome Email
Send New Client Questionnaire
Request Marketing Resources from Client
Confirm Marketing & Media Resources Have Been Received

Video Document/Blog Article
http://bit.ly/2AEvDrp

MORE FROM CEREAL ENTREPRENEUR
Top 20 Questions From New SMMA Owners
https://www.youtube.com/watch?v=Vi_gieQ0K-8
Make Your Blogs Rank At #1
https://www.youtube.com/watch?v=L5KL9jYLdeA
New Facebook Portal
https://www.youtube.com/watch?v=dwGMhdaseH0

CEREAL ENTREPRENEUR ACADEMY
Site: https://cerealentrepreneur.academy
Free Training: http://cerealentrepreneur.academy/free-training/
Digital Marketing School: https://cerealentrepreneur.academy/digital-marketing-courses/
Marketing Agency Padawans (Mentorship Group): https://cerealentrepreneur.academy/the-map-mentorship-program/
Facebook Training Course: https://cerealentrepreneur.academy/facebook-ads-marketing-mastery/
Personal Branding & Influencer Marketing: https://cerealentrepreneur.academy/personal-branding-influencer-marketing/

FREE TRAINING
Building a 6 Figure Business Funnel| https://bit.ly/internetbizsuccess
Digital Marketing Audit Template | https://bit.ly/freeTemplateDMAT
FREE Facebook Ads Training Course | http://bit.ly/FREEFBAdsTraining
Cold Email Templates | http://bit.ly/Best4ColdEmails
Starting an SMMA Checklist | http://bit.ly/starting-smma-checklist
SMMA Budgeting Template | http://bit.ly/SMMA-Budgeting-Template

SOFTWARES & THIRD PARTY SERVICES
SEM Rush: https://www.semrush.com/201705yLA2
Active Campaign: http://www.activecampaign.com/?_r=B7R75W3F
Square Payments: http://bit.ly/squarepaymentprocessing
Quickbooks: http://fbuy.me/fIDbn
Clickfunnels: https://clickfunnels.com/?cf_affiliate_id=764756&affiliate_id=764756
Bluehost: https://www.bluehost.com/track/cerealentrepreneur/
Kajabi Course Builder: https://app.newkajabi.com/r/GHt4HMrR
YRCharisma Instagram Viral Growth: https://member.yrcharisma.com/viral/ref/821/?campaign=ViralPackage
SERPSTAT: https://serpstat.com/?ref=381590

TOOLS & VIDEO EQUIPMENT
Logitech HD Pro C920: https://amzn.to/2uUx4SO
Canon EOS 70 D: https://amzn.to/2qgVK2v
Canon G7 Mark II: https://amzn.to/2No0HQY
Zecti Tripod: https://amzn.to/2uKoJhk
Fifine USB Microphone K668: https://amzn.to/2qd3YZr
Rode VMGO VideoMic Go: https://amzn.to/2IuNBi4
CRAPHY Soft Box Lights: https://amzn.to/2IyNzG3
Clip Ring Light: https://amzn.to/2JxHGJt
Canon PowerShot ELPH 110: https://amzn.to/2GI5M3u
Canon EOS 70D Video Creator Kit with 18-135mm Lens, Rode VIDEOMIC GO and Sandisk 32GB SD Card Class 10 - Wi-Fi Enabled: https://amzn.to/2uTaZ71
Black Backdrop: https://amzn.to/2NlTBw0
Julius Studio Backdrop Stand: https://amzn.to/2L8vk09
Lime Studio Greenscreen Backdrop: https://amzn.to/2uxU3QX

BOOKS: ENTREPRENEURSHIP, SALES, MARKETING
How to Win Friends and Influence People (book): http://amzn.to/2FIudOC
Thank You for Arguing: http://amzn.to/2CPjQWc
Youtility: http://amzn.to/2oyTl2N

GET SOCIAL WITH CEREAL ENTREPRENEUR
Facebook: https://facebook.com/cerealentrepreneur
Instagram: https://instagram.com/cereal_entrepreneur
YouTube Link: https://www.youtube.com/c/CerealEntrepreneurJordanSteen
Snapchat: https://snapchat.com/add/cerealent
Tumblr: https://cereal-entrepreneur.tumblr.com/
Free Digital Marketing Help Group: http://bit.ly/DigitalMarketingFreeFacebookGroup

PODCASTS
iTunes --- https://itunes.apple.com/us/podcast/cereal-entrepreneur/id1307073662?mt=2
SoundCloud --- https://soundcloud.com/user-782111878

SPOTIFY ENTREPRENEUR PLAYLIST
Cereal Entrepreneur: https://open.spotify.com/user/1221119413/playlist/394Nv6bnaif9ghOLCOXakn?si=2Bzcxx6TRP6LGSJDcDcmfA

Видео New Client Onboarding + FREE Checklist Template For Your Marketing Agency канала Cereal Entrepreneur - Jordan Steen