Agency: Client Onboarding
Client Onboarding
- Client Information:
- Company name
- Contact person(s) and their roles
- Contact details (phone, email)
- Company address
- Website and social media profiles
- Business Overview:
- Company history and mission
- Products or services offered
- Target market and customer demographics
- Objectives and Goals:
- Short-term and long-term business goals
- Specific advertising and marketing objectives
- Brand Guidelines:
- Brand mission and values
- Key brand messages
- Visual identity (logo, color palette, typography)
- Tone of voice and style guide
- Competitor Information:
- Key competitors
- Market position and differentiators
- Previous Advertising Efforts:
- Overview of past campaigns
- Results and performance metrics
- Lessons learned
- Target Audience:
- Demographic details (age, gender, location, income)
- Psychographic details (interests, behaviors, lifestyle)
- Key Deliverables:
- Specific services or deliverables expected (e.g., campaign strategy, creative assets, media planning)
- Budget and Financials:
- Budget range for advertising campaigns
- Payment terms and conditions
- Timeline and Milestones:
- Key project milestones
- Deadlines and deliverable dates
- Approval and Feedback Process:
- Process for approving concepts and deliverables
- Feedback and revision procedures
- Legal and Compliance Requirements:
- Contractual obligations
- Regulatory and compliance considerations
- Points of Contact:
- Primary contact for the client
- Key contacts within the agency for different aspects of the project
- Additional Notes:
- Any special instructions or considerations
- Relevant attachments or reference materials