8-Step Client Onboarding Roadmap
Welcome & Onboarding Roadmap
We’re excited to have you on board! This step provides an overview of the onboarding process, outlining what to expect at each stage as we get you set up for success.
Sign Contract
- Review and sign the service agreement to formalize our partnership.
- This ensures we’re aligned and ready to move forward.
Make Payment
- Complete the payment to secure your spot.
Fill Out the Onboarding Form
- Define Your Target Audience.
- Collect Service-Specific Information.
- Complete the form with all required details.
Speak to a Success Manager
- Review the Onboarding Process and Goals.
- Provide Access to Your Ad Accounts.
- Join and Navigate our Client Portal.
- Begin setting up your CRM.
Ad Management Access
- Grant us access to your ad accounts so we can begin optimizing your campaigns.
Join Our Client Portal & Upload Assets
- Use the provided link to access our Client Portal.
- In the portal, you’ll find a dedicated folder to upload your assets—such as images, videos, and branding materials.
Customer Relationship Management (CRM)
- We’ll guide you in setting up and navigating your CRM
- our platform for managing leads, automation, and client communication.
- Streamline your operations and help track your campaign performance effectively.
Onboarding Roadmap
Welcome to the 6-Step Client Onboarding Roadmap!
We’re excited to partner with you on this journey. This guide is designed to ensure a smooth and seamless transition, laying the foundation for long-term success. Each step provides clear, actionable tasks that will allow us to collaborate effectively and help elevate your business growth. We’re here to support you every step of the way as we work together to achieve your goals. Let’s get started!
Celebrate!
Congratulations on completing the onboarding process. We’re excited to start this journey with you and look forward to our future success together!