Whether you deal with paperwork day-to-day or only from time to time need them, DocHub is here to help you take full advantage of your document-based projects. This platform can correct name in New Client Onboarding Checklist, facilitate collaboration in teams and generate fillable forms and legally-binding eSignatures. And even better, everything is kept safe with the top protection requirements.
With DocHub, you can access these features from any place and using any platform.
- 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
