Posted in Business Services

5 Tips For A Successful Client Onboarding

Clients are considered as the life and blood of any digital agency in Abu Dhabi. Without them, digital agencies might be having a difficult time keeping the trade afloat. Which is why it is a must for a digital marketing company to ensure that their clients are provided with the best service, even with the onboarding process.

Client onboarding is a necessary step to brief the client on what your agency is supposed to do and the service that you are going to deliver. It is also an opportunity for you to create a good impression and a lasting rapport to build relationships with them. If you are having some difficulty in making the client understand your presentation, here are some things that might be able to help you:

  1. Get all the information that you need

The first order of business to impress the client is to ensure that you got everything you need from their end. Meaning you need to get all the necessary information in order to create a complete client brief that will be used for the campaign. Prior to the presentation and onboarding, make sure to gather all the data from your new client – from the branding policy to their target audience profile. Some clients do not have an idea what you want from them so it would be best to give them a creative brief questionnaire that they can answer.

  1. Present in a way that the client can understand

Once you have all the data and a strategy is already developed, the next thing that you need to do is to create a client presentation for the onboarding. The key to a successful client presentation is for the client to understand what the campaign is all about. Create a presentation that they can understand. Avoid using highfaluting marketing terms to impress them. You would impress them better if you can explain to them what how Google AdWords in Dubai can help their campaign.

  1. Propose a clearer timetable

The time element is important, especially for clients. They need to see how long before the campaign can help out their business. Be sure to create a realistic timeline that would specify the activities and strategies would implement, alongside with the projected results. Justify each phase and duration.

  1. Manage expectations

Sometimes clients would expect more from agencies, which is understandable given the money they will be putting on their campaign. Do not make promises you cannot keep. As early as the onboarding, manage the expectation of the clients. Do not commit to something that you cannot do. If the client is asking more than the agreed deal, it would be best to inform them that it might incur additional cost on their part.

  1. Get everything on paper

Once the presentation is done, be sure to submit a copy of what transpired during the meeting. This is recap what was agreed and also inform the client that you are moving forward with the campaign with their approval.