Digital agencies onboarding new clients must follow a specific process to ensure that critical steps or information is never overlooked. A good flow between a digital agency’s team and its clients is essential for the agency’s success. Without a streamlined onboarding process, this flow is likely to be interrupted, and your digital agency will experience a negative impact.

On the Globital TV YouTube channel, one of Globital’s project managers, Waseem Ansari, presents an informative video about creating a reliable methodology for onboarding new clients for digital agencies. Globital NZ, one of the best digital resellers available to digital agencies, breaks down this informative video and gives you five easy checklist items to ensure a smooth onboarding for your digital agency’s SEO clients. 

• Establish A Formal Working Relationship

  
  There may have been a time when a handshake over dinner was enough to do business, but this is no longer the case. When entering into a new relationship with an SEO client, send them a welcome package that includes everything you need to start off strong. Your welcome package should contain:

• A thoughtful ‘Thank You’

• A client questionnaire

• A clear description of the services you will be delivering

• The agreed fee the contract is based on

• Put Together A Detailed (But Not Overwhelming) Onboarding Questionnaire

  
  The client questionnaire digital agencies send to new clients should be thorough enough to allow them to get the most information possible without boring or overwhelming the client in the process. Around 15 – 20 questions is a good starting point. Offering guidance throughout the process is a nice touch that will help ensure new clients actually complete the questionnaire with useful information instead of rushing through with the bare minimum.

• Existing Activity Should Be Audited

  
  Once your digital agency has signed a new client, it’s vital to a complete audit of their existing content. This gives a clear understanding of how they are performing (and have in the past). This will help indicate where your digital agency needs to focus its attention. 

• Do Your Research

  
  A thorough understanding of your client’s industry and their position within it will help inform the strategy your digital agency should take. Don’t rely on the client’s word alone, do the work to ensure your agency has the most accurate information possible.

• Set Up Reporting Early On

  
  Good reporting is the best way to give valuable feedback to your clients. Setting up reports at an early stage sets your agency up for success in terms of deliverables. Use the information gathered through the onboarding process to inform the metrics used in your reporting and use them as a benchmark going forward.

Interested in learning more about creating a tried and true way of onboarding new clients for your digital agency? Head over to Globital TV and watch to get the information first-hand! Once you’ve finished the SEO Clients Onboarding Checklist for Agencies, you can check out other helpful videos aimed at helping your digital agency reach its full potential. 

Need to outsource SEO to the best white label digital marketing agency? Globital NZ is here to help. Find out more about our white label services by emailing us at support@globitalmarketing.com to find out more.