Onboarding Stages with a New Client in Digital Marketing

Onboarding Stages with a New Client in Digital Marketing

When starting to onboard with a client, it is a must that each member of the team understands the purpose of the digital marketing project.

Everyone needs to have a clear grasp of the goals, along with their respective roles, to achieve success. No one should be left in the dark. Here are five stages on how to smoothly establish momentum when working with a new team.

Review the online assets – Find out what needs to be improved on their website, social media, and other existing digital footprint. Identify what initiative is working and how it can be better. Draft your initial recommendation.

Conduct a kick-off meeting – It is necessary to see the point-of-view of the client and his staff. Align the expectations. As you walk them with your analysis regarding their online presence, try to also listen and dive into their thoughts and business experiences. Understand how they define their achievements and how they manage the challenges. Sift through the pain points. Know who’s doing what. Ask questions.

Present the strategy plan – Be more creative, show more visuals, and lay down the numbers on your deck. Explain the metrics and why it is important. How onpage optimization can help increase website inquiry? Why boosting a post is necessary to get more private messages?  Welcome the inputs and tweak the campaign as you see fit.

Create a realistic timeline – Don’t over promise or commit to rank them on search engines in less than a month. Knowing the schedule will guide each one to their deliverables and will also help them be more committed to it. Assign an owner/co-owner of every task. Build on trust.

Depending on the size of the business, you might need to allot additional meeting time per department so you can discuss their assignment in detail. Managing a recruitment agency, for example, I met with the team heads first then the associates per practice areas. It is much easier to get the interest and contribution of the staff when the head has given an approval since some activity may require extra office time. 

Writing a blog and pushing their expertise as a resource person equally gives the company and the staff online credibility but of course, quality writing takes a while and allotting extra hours from this task may require approval from the boss. Publishing articles is also ideal for SEO and content marketing campaigns.

Implement the strategy and get everyone moving – results do not happen overnight, there will be hiccups on the process but as long your action is anchored to the plan and timeline then you will remain on track! Having a supportive team means a lot too and a huge factor to a successful campaign—more of this from my last month’s blog.

It is always exciting to begin a new project and keeping the fire has to be strongly maintained.

Verna Austria

Verna Austria

Verna Austria is the Lead Consultant and Main Content Writer of VSPA Online Marketing. She is managing various accounts and is continuously helping companies elevate their online presence and drive higher conversions from the sales pipeline.