Process

Process

NOTES:

  • An overview of the new client onboarding process + sub processes that will help your agency get new campaigns up and running smoothly


LINKS:

  • View Process flowchart


2a. Onboarding - New Clients

Buy nowLearn more

Start Here👇

  • Process
  • People
  • Tools
  • Templates

Campaign Onboarding

  • Setup Client Folder
  • Kickoff Email
  • Discovery Questions
  • Internal Kickoff Meeting