passion for an onboard: why a thorough onboarding process is crucial.
The Importance of the Onboarding Process for Your Agency + Your New Client
I have onboarding on the brain.
Not only have I been working with one of my contracts on building their own in-house onboarding process, but I’ve had to sort my own out, as well. As a new agency, the one thing that’s been on my mind is ensuring I’ve built a thorough onboarding checklist that I can use with each new client. It needs to be in-depth enough that I’m going to have every single detail I need from their side to curate a stellar 30/60/90, but user-friendly enough that all my new clients understand my asks and can provide clear direction for each.
This isn’t news for anyone in the industry, but an engaging onboarding process is crucial to unlocking the full potential of our creative capabilities for each client and ensuring we meet all their needs in the most effective ways possible.
Ok, but is it actually crucial? Seems a bit dramatic, no?
Nope. It’s not dramatic. And I’ll tell you why.
Foundation Building
Onboarding allows you to deeply understand a client's brand identity, values, and goals, setting a solid foundation for all future creative efforts.
Enhanced Collaboration
By fostering open communication and collaborative workshops, onboarding builds trust and ensures client input shapes the creative process. It’s an extremely open process that is a major building block in the agency/client relationship.
Customized Strategies
A thorough onboarding process enables your to create highly tailored strategies that resonate with the client's unique needs and audience.
Efficient Execution
Establishing clear objectives and a roadmap during onboarding ensures efficient and cohesive execution of marketing strategies.
Crafting Unique Brand Stories
Onboarding helps you uncover the essence of a brand, allowing you to craft compelling narratives and visual identities that stand out in the market and resonate deeply.
So, contrary to what some may think, the onboarding process is not just a formality; it’s a vital step in building a successful partnership. It builds brand familiarity and trust, and ensures you won’t miss any details in your planning. Crafting your agency’s onboarding process can feel daunting and yes, it’s time consuming, but once you have the magic formula that works for both agency and client, you’ll truly be golden.
