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.


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.


  • 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


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