Client Onboarding Checklist: Preparing For Marketing Support

Getting ready for marketing support from us at Rinehart Marketing can be easy and smooth with this handy client onboarding checklist. It breaks down the general steps you'll need to take and the information you'll need to provide to kickstart our collaboration. From sharing your business details and setting up communication channels to providing access to your digital tools, this checklist ensures you have everything in place so we can understand your business and get started right away.

1. Initial Contact and Proposal

• Contact us: Reach out through our contact form, text, or email to express your interest in our services. We’ll hop on a discovery call to determine fit and get back to you with a proposal.

• Proposal and agreement: Review and sign the proposal, quote, and letter of agreement.

This blog article breaks down the initial contact and proposal process in more detail.

2. Information Gathering

• Business overview: Pull together a detailed overview of your business, including goals, target audience, and current marketing efforts. We will request this info through our easy-to-use web forms.

• Brand guidelines: Share any existing brand guidelines, including logos, color schemes, and tone of voice

• Digital presence audit: Perform a self-audit of your digital presence, noting any areas for improvement.

• Information access: Grant access to relevant platforms such as Google Analytics, social media accounts, and content management systems

3. Kick-Off Meeting

• Team intro: Participate in a kick-off meeting to meet our team and establish primary points of contact on both ends.

• Objectives & timelines: Clearly outline your business objectives, key performance indicators (KPIs), and project timeline

4. Collaboration Tools

• Communication channels: Establish communication channels and regular check-in schedules with the Rinehart Marketing team.

• Google Drive: Ensure you can access all tools and resources shared with you via Google Drive, and that you know how to upload content to the appropriate places.

• Existing content: Provide access to your existing marketing materials, newsletters, and social media content.

5. Homework

• Assignments and surveys: Complete all assignments and surveys in a timely manner.

• Existing market research: Collect any market research, customer personas, and user journey information you have and make it available to us.

6. Ongoing Communication

• Regular updates: Expect regular updates and check-ins from your project manager to review progress and adjust strategies as needed.

• Feedback and revisions: Be prepared to provide timely feedback on content to keep the project on track.

7. Project Execution & Follow-up

• Launch: Work with us to launch your website and marketing campaigns.

• Monitoring and reporting: Plan to regularly meet with us to monitor the performance of your marketing campaigns and make adjustments as needed.

This checklist helps ensure a smooth and efficient onboarding process, setting the stage for a successful marketing partnership with us.

Ready to make your next marketing move? Reach out and let’s have a conversation!