/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 channels (Slack, email, calls), timezone, meeting availability, and response time expectations
• Success criteria: What the client considers a successful engagement at 30, 60, and 90 days, and contractual KPIs if defined

Process