Onboarding

The Onboarding stage goes through effective onboarding of new clients into your agency through a set timeline, preparation tools, internal fulfillment, and tracking tasks, in addition to a proposed strategy.

Onboarding

What can you expect from this course?

In this course, we’ll go through the Onboarding process basics and how to welcome a new client to your agency successfully. We will be going over the processes and tasks that your agency must perform for a new client.
What can you expect from this course?

What You'll Learn

  • Transition a new client from the sales team into fulfillment.
  • Perform internal processes like setting up tasks in your agency’s CRM system, assigning account managers, and more.
  • Review and present a strategy for the client.
  • Adjust any changes and launch a campaign to start servicing them.
Onboarding

Onboarding

  • Course Objectives Course Objectives
  • Transition from Sales Transition from Sales
  • Business Data Processing I Business Data Processing I
  • Business Data Processing II Business Data Processing II
  • Fulfillment Takeover & Recap Fulfillment Takeover & Recap
  • Objectives Overview Objectives Overview
Enroll to Onboarding

Onboarding

Related Courses

If you liked this course, we suggest you try out these courses, too!

WhiteShark Academy

Courses not found

Stay in touch with the latest PPC news and trends.