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- So your agency has just landed a new client. Pat yourself on the back. But, as experienced agencies know, there are still some things that you need to do to set your client up for success and start this relationship off on a strong footing. Hey, agencies, Rondel here from AgencyAnalytics. Lets walk through a refresher of the six-step client onboarding process which is used by successful marketing agencies. This process is key to managing expectations and saving your agency time and money. And stick around until the end where we share free resource for you to use during your onboarding. So lets begin. If youve run a growing agency in the past, you know that you have to make the agency-client relationship official when both parties have agreed to collaborate. To do this, you send over a contract over email or use a platform such as or . You also set the payment terms and payment methods as part of the contract. Next, its time to prepare for the project. An internal kickoff meeting
