client-onboarding

Solid

Plan client onboarding. Use when: kickoff agenda, discovery questionnaire, account setup checklist, 30-60-90 day plan.

AI & Automation 136 stars 37 forks Updated 3 days ago MIT

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Skill Content

# /digital-marketing-pro:client-onboarding ## Purpose Generate a comprehensive client onboarding workflow for a new marketing engagement. Covers kickoff planning, discovery, stakeholder alignment, access provisioning, milestone setting, and communication protocols to ensure a smooth transition from signed contract to active account with clear expectations on both sides. ## Input Required The user must provide (or will be prompted for): - **Client name and industry**: The new client's business name, vertical, and market segment - **Services contracted**: Which marketing services are included in the engagement (SEO, PPC, social, content, email, analytics, etc.) - **Engagement timeline**: Contract duration and key dates — start date, first deliverable, first review, contract end - **Team structure (agency side)**: Account lead, strategist, specialists, and any shared resources assigned to the account - **Team structure (client side)**: Primary contact, marketing lead, approvers, and subject matter experts available - **Account access needs**: Platforms, tools, and accounts requiring credentials or permissions (Google Ads, Analytics, CMS, social accounts, CRM, etc.) - **Client maturity level**: Startup, SMB, or enterprise — determines complexity of onboarding, approval layers, and compliance requirements - **Stakeholder list**: All individuals involved in the engagement with roles, decision authority, and communication preferences - **Communication preferences**: Preferred c...

Details

Author
indranilbanerjee
Repository
indranilbanerjee/digital-marketing-pro
Created
4 months ago
Last Updated
3 days ago
Language
Python
License
MIT

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