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Marketing Agency Client Onboarding

This process is designed to help marketing agencies flawlessly welcome new clients.

Workflow template includes the following steps

Step 1 — Contract Signing

In this step, the client signs the contract, officially commencing the business relationship.

Due Date

Output Field Conditions

Step 2 — Account Setup

In this step, the client's account is set up in the agency's system.

Output Field

Step 3 — Initial Discovery

In this step, the agency gathers all the necessary information about the client's business and marketing needs.

Due Date

Output Field Conditions

Step 4 — Strategy Formulation

In this step, the agency formulates a marketing strategy based on the information gathered in the previous step.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Marketing Agency Client Onboarding

The ‘Marketing Agency Client Onboarding’ process plays a pivotal role in the successful integration of new clients into a marketing agency. The purpose of this process is to ensure that every new client is welcomed seamlessly, with every minute detail executed to perfection. This process not only helps in making a strong first impression but also lays the foundation for a long-term, loyal and satisfied customer relationship.

The benefits of having a structured onboarding process are multifold. First and foremost, it helps in setting clear expectations right from the get-go. The clients know what they can expect, and the agency knows what is expected of them. This transparency helps in avoiding any potential misunderstandings or miscommunications down the line.

Furthermore, a well-structured onboarding process ensures that no important steps are missed in the excitement of acquiring a new client. From contract signing to account setup, from initial discovery to strategy formulation - every step is meticulously planned and executed.

Another significant advantage is that it helps in building trust and credibility. When clients see that the agency has a systematic approach to onboarding, they are more likely to trust them with their marketing needs. It also gives the clients a sense of being valued and cared for, which is crucial for building long-term relationships.

Lastly, having a structured onboarding process in place also helps in improving efficiency and productivity. It reduces the time and effort spent on managing the onboarding process, leaving more time for the agency to focus on their core competency - marketing. It also ensures that the onboarding process is consistent for every client, regardless of who is handling the process.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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