{"id":17536,"date":"2023-06-14T15:08:23","date_gmt":"2023-06-14T14:08:23","guid":{"rendered":"https:\/\/woodpecker.co\/blog\/?p=17536"},"modified":"2025-01-21T10:13:42","modified_gmt":"2025-01-21T09:13:42","slug":"onboard-new-client","status":"publish","type":"post","link":"https:\/\/woodpecker.co\/blog\/onboard-new-client\/","title":{"rendered":"How to Onboard a New Client Efficiently"},"content":{"rendered":"

You can\u2019t skip the client onboarding process, and the way you carry it out will reflect on the entire collaboration.\u00a0<\/span><\/p>\n

It goes without saying that the onboarding process needs to be fast and efficient. You better make sure that it delivers a great experience to your clients and helps you build a shared understanding of the campaign\u2019s target and expectations.\u00a0<\/span><\/p>\n

But where do you get started? Let\u2019s tackle the onboarding challenge!<\/span><\/p>\n

Why is onboarding a new client challenging?<\/span><\/h2>\n

The main issue related to bringing a new client on board is the sheer amount of information you need to communicate right at the start to create shared expectations around the collaboration.\u00a0<\/span>Here\u2019s one good example: creating a dedicated domain and email inbox. You wouldn\u2019t believe how many customers this comes as a surprise.<\/span><\/p>\n

In a cold emailing campaign, you basically take over the client\u2019s identity and write in their name. You become the manager of their reputation. That\u2019s what makes the onboarding process so essential.\u00a0<\/span><\/p>\n

Another important point is establishing your settlement model. Agencies usually charge per campaign or per the number of leads generated. If it\u2019s the latter in your case, it\u2019s crucial that you both understand what a \u201clead\u201d means – is it a positive response to the email or a booked meeting?<\/span><\/p>\n

Step-by-step guide to onboarding a new client<\/span><\/h2>\n

1. Gathering initial project data<\/span><\/h3>\n

The purpose of this step is to gather information on the client\u2019s goals, customers, and Unique Value Proposition.\u00a0<\/span><\/p>\n

First, you need to understand the campaign\u2019s goal – is it lead generation or something else, for example, gathering customer feedback or <\/span>re-engaging leads<\/span><\/a>? <\/span><\/p>\n

The client\u2019s customer base is another point you better remember. You need to know where their current customers come from, who they are, and what style or tone of voice is the industry\u2019s communication standard.<\/span><\/p>\n

Naturally, you should also learn whether the client has already run email campaigns, and if so, check out the campaign assets to ensure that the new material is coherent in terms of style.<\/span><\/p>\n

Don\u2019t forget to ask whether the client has their own mailbox and a dedicated domain.<\/span><\/p>\n

To make your life easier and accelerate this step, you can create a survey listing all these questions and send it to clients.<\/span><\/p>\n

2. Discovery call<\/span><\/h3>\n

The goal of this step is to learn more about the client\u2019s needs, offer, and target audience. Be as specific as possible here, especially about the last point (it really is in your best interest!). This is how you can start working out a strategy together. <\/span><\/p>\n

Decide which countries your email campaign will target and offer advice. Set expectations early on. If your customer wishes to address prospects in the United States but has no previous collaborations with companies from the country, the chances of the campaign\u2019s success are slim.<\/span><\/p>\n

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