How To Onboard New Marketing Clients So They Stick Around

Getting ready to onboard a new marketing client? Start your relationship off on the right foot with this free e-book. It contains a handy checklist with everything marketing agencies need to take into account when onboarding new clients.

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E-book cover with title: How To Onboard New Marketing Clients So They Stick Around, Must ask questions for a long-lasting agency-client relationship

How should I onboard new marketing clients?

Sample pages with a checklist for onboarding new marketing clients

The first step to onboard a new marketing client is to ask a lot of questions about their brand and their value proposition, for starters. This free guide by the Gain team contains a checklist with all the must-ask questions. We created it from our many years of helping marketing agencies maintain long-lasting relationships with their clients. You'll learn:

  • What to look for in a content audit
  • How to identify your buyer persona
  • How to develop a messaging strategy
  • What to include in your content approval process
  • And much more!

And if you need expert advice, our team is here for you.

We offer free, personalized workflow consultations. We'll go over your current content or marketing process and apply our knowledge from working with agencies all over the world to help you identify opportunities to simplify your workflow. Did we mention it's free?