On-Boarding Digital Marketing Clients?

On-boarding Digital Marketing Clients

Here a Few Ways to Help Maximize Your Process

When it comes to digital marketing, there are plenty of challenges you may have to face. But the biggest challenge actually starts at the beginning of the process. The most important step in your digital marketing endeavor is on-boarding. On-boarding is the foundation upon everything else that is required to come together to make your digital marketing successful. So, it’s important to think through your on-boarding process so that you’ll be able to spend more time on the task at hand…marketing to your clients.

What exactly can you do to help maximize your on-boarding process? Let’s look at a few tips and questions you can ask yourself so that you can efficiently and effectively be on your way to a better digital marketing experience.

Step One: Ask Yourself What Your Expectations Are

When it comes to expectations, it’s important to prioritize what you want out of your digital marketing. Here are a few questions you should ask yourself when you’re engaging in ideas and coming up with your expectations for your business:

What are my goals?
Who should I review my marketing plans with?
How will I go about measuring the success of my marketing plans?
Who will I be working with to keep my goals in motion?
Who will be my contacts for progress reports while going through the process?
What exactly will the process involve and whole will be involved with it?
Who will I need to contact to discuss the project?
When and where will these contact meetings take place?

Once you’ve answered these first questions regarding your expectations and the process you’ll be going forward with, it’s time to move onto the next step.

Step Two: Network and Interface with Your Client’s Business

A great way to understand your client’s business is to get to know how it works. This means interfacing with the company’s front desk and sales team. Front-line employees are a great way to let you in on how the company operates and what challenges you may face. By networking with these employees, you’ll be able to understand your client’s needs better, as well as get an insight into the business’ key competitors and helpful product knowledge. Here are a few questions to consider asking to these employees:

What are your goals as an employee?
How do you view the business and how it operates?
What can I do to improve the process?
How do you think we can generate more qualified leads?
What tips do you use to close more leads once you’ve found them?
Do you have any product updates coming up in the near future?

Once you’ve established a good rapport with your client’s employees, you’ll have a greater chance of successfully establishing a more efficient relationship with their business. Now let’s look at the third step to take to help with your on-boarding process:

Step Three: Time to Establish Your Technical Contacts

Now that you’ve figured out your goals and met with your client’s employees, it’s time to implement your ideas and put a plan into action. But you have to make sure you have your contacts on the technical end set up and ready to be contacted whenever you need them. When it comes to your technical contacts, ask yourself these questions to make sure you have everything lined up and ready to go:

Who do we need contact in case a technical question arises?
Who do we contact for needed installations?
Will we have access to social media accounts?

Be sure your technical contacts are acquired early on. Having to ask for them later when something happens tends to make you look unprepared for the job at hand.

Once you’ve got your technical contacts ready to go, you’re ready for the next step…creating content.
A great way to understand your client's business is to get to know how it works. Click To Tweet

Step Four: Time to Set Up Your Content Creation

You’ve got to come up with a way to create high-quality content for your client. So how do you go about doing that? The content has to be engaging and fun for people to read. It needs to be entertaining or answer an important question. In short…it needs to have a direct point and be good at getting that point across. And it’s important to make sure you get you client’s input as well so that your best work can be delivered. Here are a few questions to ask your client when you’re getting ready to create your content:

Will there be any contributors from your company such as a photographer or graphic designer?
Who will have editorial and final approval status of the content?
Do you want to outsource any of your content?
Does your staff need training on writing content?
What is your editorial deadline for content?

Now that you’ve taken these helpful steps to get to know your clients and their needs, you’re on-boarding experiences should be and enjoyable and successful. And once you’ve on-boarded a new client, you’ll then be ready to get to your reporting and workflow management details, giving you the tools you need to keep getting those new clients on-boarded in the future.