Customer Onboarding Process

Our first steps to get you growing

PART 1

The proposal, Contract, and Payment

At this stage, your company will receive our proposal that covers your company's current goals and how we can help you achieve them. The pricing for each deliverable and the initial schedule will also be mentioned in the proposal.

A meeting will be arranged to discuss relevant deliverables and our initial marketing plan for your company.

Once we come up with an agreement, a contract will be sent over shortly. We will start working on the plan after receiving the deposit from you. The invoice by the end of each month.

That's it for the paperwork. Welcome on board!

PART 2

Onboarding Questionnaire

Before working with a particular client, we need to ensure that we have all the necessary information to get started.

Potential questions that we may have for you before starting with the campaigns: 

  • What is your business information? 
  • Who will be our main point of contact?
  • What are your current marketing efforts? Which ones are the most effective?
  • Do you have preferred platforms for the ad campaigns? 
  • What are the characteristics of your target audiences? 

Rest assured that your company's information is safe with us.

PART 3:

Get Started with the Project

We will arrange a kick-off meeting where we will discuss these topics:

  • Introduction of our team
  • A business "cheat sheet" - includes our regular business hours, contact information, emergency contact number, typical response time, and FAQs
  • Coverage of the significant deliverables that you have given us 
  • A detailed timeline of actions, so you will know precisely what are we working on at the specific time.
  • Final Q&A session

That's it! We get started and you get results.

PHASE #4:

Monitoring - Adjusting - Repeat

We will keep you updated with weekly and monthly updates so you will know the campaign's progress. Our updates include:

  • What has been done?
  • What are we currently working on?
  • Are there any results yet?
  • How are we using the budget at the moment?
  • Are there any obstacles?
  • Do we need any additional information from the client?

Phases 3 and 4 will repeat one after another to optimise the campaign based on the data collected and deliver effective results.

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