New Client Onboarding Process

Step 1: Initial Consultation

• Schedule your complimentary 30-minute discovery call
• Discuss your business goals, marketing challenges, and growth objectives
• Review your current marketing efforts and identify opportunities
• Assess your competitive landscape and market positioning
• Analyze your target audience demographics and psychographics
• Review budget parameters and timeline expectations
• Receive preliminary recommendations and strategic insights
• Understand our methodology and approach to your specific industry

Step 2: Needs Assessment & Proposal Development

• Complete comprehensive project questionnaire and requirements gathering
• Provide brand assets, style guides, and existing marketing materials
• Review target audience personas and customer journey mapping
• Conduct competitive analysis and market research
• Receive customized proposal with detailed scope and specifications
• Review timeline with key milestones and deliverable checkpoints
• Understand investment breakdown and transparent pricing structure
• Discuss expected outcomes with measurable KPIs and success metrics

Step 3: Contract & Account Setup

• Review and sign comprehensive service agreement with clear terms
• Complete account setup with billing and payment information
• Submit initial payment (typically 50% deposit for new clients)
• Receive secure client portal access credentials
• Set communication preferences and notification settings
• Establish project protocols and approval processes
• Complete any required compliance or security documentation

Step 4: Team Introduction & Project Kickoff

• Meet your dedicated account manager and specialized project team
• Establish communication channels and regular meeting schedules
• Review detailed project timeline and milestone deliverables
• Set up project tracking and reporting systems
• Begin discovery phase with strategic planning and research
• Initiate regular status updates and progress reporting
• Establish emergency contact procedures and escalation protocols