Client Onboarding Checklist for Marketing Agencies [Template]

Many marketers work without fully understanding a business.

Ahh, the mistake of providing a service, instead of a solution.

People (and businesses) buy solutions. They don't buy services or your great ideas.

Great marketing professionals start by asking well-formed questions.

Entrepreneur Growth Hub (EGH), part of The Ship Campus in Penang is organizing a networking event with AWS.

The event runs from 4PM-10PM on a Friday (I'm guessing the timing was decided to help participants avoid traffic jam)

If you're a brand...

Then a good way to know if the marketing agency you hired knows their stuff – is to observe their onboarding process.

Do they take the time to understand your business?

The next time you onboard a client, make sure you fully understand the client's business before you start marketing.

Every business is different.

Here's a list of questionnaires I'll usually send clients as I onboard them:

Or download it here as a doc file.

Business Questions