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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:

  • Organization overview

  • Goals & success metrics

  • Target audiences

  • Current marketing efforts

  • Brand voice

  • Existing assets

  • Communication preferences

  • Timeline

  • Team roles

  • Immediate priorities

 

You'll Receive

Within the first two weeks:

  • Marketing Audit

  • Brand Assessment

  • 90-Day Roadmap

  • Content Calendar

  • Recommended Priorities

  • Communication Plan

  • Project Timeline

 

Client Communication

  • Standard response time: 24–48 business hours

  • Monthly strategy meetings

  • Quarterly performance review

  • Emergency support available for Strategic Partner clients

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