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Marketing Agency Client Onboarding

This process is designed to help marketing agencies flawlessly welcome new clients, ensuring that all small details are executed perfectly to build a loyal and satisfied long-term customer base.

Workflow template includes the following steps

Step 1 — Understand the client's business

The team will study the client's business to understand their operations, market, and marketing needs.

Due Date

Output Field Conditions

Step 2 — Set up the necessary tools and systems

The team will set up the necessary tools and systems for the client's marketing campaign.

Output Field

Step 3 — Introduce the client to the team

The client will be introduced to the team who will be handling their marketing campaign.

Due Date

Output Field Conditions

Step 4 — Outline the process, timelines, and deliverables

The team will outline the process, timelines, and deliverables for the client's marketing campaign.



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 is a crucial component of any marketing agency’s operations. The process involves welcoming new clients, ensuring that even the smallest details are executed flawlessly. This process is not just about making a great first impression. It’s about setting the stage for a long-term, mutually beneficial relationship.

The benefits of having a well-structured onboarding process are manifold. First, it helps to establish a positive relationship with the client from the outset. A smooth onboarding process shows the client that the agency is professional, organized, and committed to providing excellent service. This can help to build trust and confidence in the agency, which can lead to a more productive working relationship.

Second, a well-structured onboarding process ensures that nothing falls through the cracks. From understanding the client’s business and their marketing needs, to setting up the necessary tools and systems, to introducing the client to the team, every detail is accounted for. This not only ensures a smooth start to the relationship, but also helps to prevent misunderstandings or issues down the line.

Finally, a good onboarding process can help to set clear expectations for the relationship. By outlining the process, timelines, and deliverables from the outset, both the agency and the client can be on the same page about what is expected. This can help to prevent misunderstandings and ensure a smooth, productive working relationship.

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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