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?
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
- Transition from Sales
- Business Data Processing I
- Business Data Processing II
- Fulfillment Takeover & Recap
- Objectives Overview
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