PMG Digital Made for Humans

Five Steps to an All-Star New Client Onboarding

3 MINUTE READ | September 9, 2016

Five Steps to an All-Star New Client Onboarding

Author's headshot

Lauren-Ashton Shepheard

Lauren-Ashton Shepheard has written this article. More details coming soon.

Five Steps to an All-Star New Client Onboarding

The contract is signed and you’ve just landed a new client. Let the drinks pour and then let the onboarding begin. Onboarding can sometimes be a challenge for agencies. Things will go wrong. Information may slip through the cracks. But as our onboarding adventures have taught us you can at least be prepared with a plan in place. Below is our approach to onboarding and some key checkmarks to get new business off the ground and running.1. Access to prior knowledge.

This includes everything from platform credentials and previous reports to brand guidelines and work streams… the list goes on. Institutional knowledge is a key component in developing your strategy going forward. Ask the client to throw anything and everything at you.2. An internal deep dive.

Once you have as many resources as you can, dig into every little detail. Ask a lot of questions. This will give you a good baseline for what is currently going on, where performance is currently at and more importantly, where you can take the brand from here. Look for quick wins to capitalize on and then decide what the long-term picture is and how you will measure success.3. Take care of the technical stuff.

Gain access to ad accounts. Do a pixel audit and build out any pixels you will need moving forward. Confirm that all of the correct tracking is in place. What is the main source of truth for the client and is everything set-up to pass back data accordingly? Do you have access to the product feed and any applicable client data for targeting purposes? Paying close attention to these details will save you from a lot of headache and data caveats later down the line. Clients sometimes want to rush through this, but this generally takes the most time and is one of the most important onboarding steps. And at the end of the day you want to get credit for all the awesome programs you are running, right?4. Give good advice.

Are there tools that will help expedite the client’s workflow? Or even your workflow as an agency? Are there tools that will give more meaningful insights based on the client’s business objectives? Review anything they are currently using and make thoughtful recommendations on any tool partnerships that would be worthwhile to invest in.5. Hit the ground running.

Stay in touch

Bringing news to you

Subscribe to our newsletter

By clicking and subscribing, you agree to our Terms of Service and Privacy Policy

With all of the background work and set-up in place, hit the ground running full-speed ahead. Launch campaigns with careful attention to detail and get your client excited by sharing as many preliminary results as you can. Clients love to know things are live and better yet that they are working well, and that conversation doesn’t have to wait for your first status call.


Related Content

thumbnail image

Campaigns & Client WorkSocial MediaPlatforms & MediaCompany NewsStrategy

PMG and Beats by Dre Win Award for TikTok Campaign

2 MINUTES READ | October 29, 2021

thumbnail image

AlliCampaigns & Client WorkAI & MarketingData & TechnologyStrategyPlatforms & MediaDigital Marketing

Alli Insights: Optimizing Holiday Retail Advertising

3 MINUTES READ | October 20, 2021

thumbnail image

PMG CultureCampaigns & Client WorkConsumer TrendsCompany NewsStrategyDigital Marketing

PMG Reinvents Strategic Planning and Insights, Enhancing Agility for Digital Marketers

4 MINUTES READ | May 11, 2021

thumbnail image

Consumer TrendsSocial MediaPlatforms & Media

Introducing the Social Audio Wars

6 MINUTES READ | April 27, 2021

thumbnail image

Streaming & VideoProgrammatic AdvertisingData & TechnologyPlatforms & MediaDigital Marketing

What’s New in Podcast Advertising

6 MINUTES READ | February 25, 2021

thumbnail image

Consumer TrendsSocial MediaPlatforms & Media

What You Need to Know About Clubhouse

3 MINUTES READ | February 17, 2021

thumbnail image

Campaigns & Client WorkCreative DesignStreaming & VideoPlatforms & MediaDigital Marketing

The Most Memorable Ads of Super Bowl LV

4 MINUTES READ | February 8, 2021

thumbnail image

StrategyCreative DesignB2B MarketingPlatforms & MediaDigital Marketing

How Brands Can Stand Out With User-Generated Content

1 MINUTE READ | November 12, 2020

thumbnail image

Campaigns & Client WorkCreative DesignCompany NewsDigital Marketing

Athleta Honors Women Everywhere in New Post-Election Ad Campaign

2 MINUTES READ | November 10, 2020

thumbnail image

Social MediaStreaming & VideoData & TechnologyB2B MarketingStrategyDigital Marketing

The Future of Virtual Events for B2B Companies

7 MINUTES READ | November 9, 2020

thumbnail image

Consumer TrendsSocial MediaStrategyPlatforms & Media

What to Know About Reddit

5 MINUTES READ | October 1, 2020

thumbnail image

What to Expect During Big Tech’s Big Week

5 MINUTES READ | July 27, 2020

ALL POSTS