Agencies




Client Onboarding

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