Client Onboarding Checklist
Feel organised throughout your client onboarding process with this step-by-step checklist, designed specifically for onboarding your social media marketing clients. This checklist takes you through everything from the initial discovery call to your kick-off meeting!
It's perfect for ensuring you have all your bases covered while keeping your new client relationships running smoothly and professionally from day one. With this checklist, you’ll feel confident knowing you’re prepared for every step of onboarding a new client! Add it to your shared client portal.
Stay on top of your client onboarding with our easy-to-follow checklist, perfect for social media managers. From the discovery call to the kick-off meeting, this checklist ensures you’ve got every step covered, helping you build smooth and professional relationships from the start. Add it to your client portal and feel confident in your onboarding process!