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Client Onboarding Process
Before We Begin
After selecting your service package, you'll receive:
✔ Welcome Email
✔ Client Agreement
✔ Invoice
✔ Project Timeline
✔ Onboarding Questionnaire
✔ Shared Project Workspace (Google Drive, Notion, ClickUp, or your preferred platform)
Kickoff Meeting
Duration: 60–90 Minutes
Topics include:
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Organization overview
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Goals & success metrics
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Target audiences
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Current marketing efforts
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Brand voice
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Existing assets
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Communication preferences
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Timeline
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Team roles
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Immediate priorities
You'll Receive
Within the first two weeks:
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Marketing Audit
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Brand Assessment
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90-Day Roadmap
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Content Calendar
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Recommended Priorities
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Communication Plan
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Project Timeline
Client Communication
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Standard response time: 24–48 business hours
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Monthly strategy meetings
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Quarterly performance review
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Emergency support available for Strategic Partner clients
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