Procedures are important, but will they alone make onboarding a success? Not necessarily. Let us remember that clients expect a smooth and stress-free start of cooperation, while engaging as little effort as possible. It is necessary to include these procedures in an appropriate time frame and in a concise and specific form. And above all in a good atmosphere adapted to the client’s personality. It is good, if with all this there will be a few moments for conversations “around the company” But let’s get back to the procedures that should happen after the client has been contracted. Let’s start with internal ones, i.e. those in which the client is not directly involved.
In which the Account Manager
In the Semahead standards , we assumed that the absolute minimum. That should be included in them is: Project transfer – depending on the standards adopted within the agency. It usually takes the form of an e-mail or a task in the project system. Informs the supervisor and heads of individual departments involved. In the project about the start of onboarding procedures with the new client. A good handover is one that includes information about: client – who he is, what were his motivations for starting cooperation. What he cares about the most, what are Saudi Arabia Phone Numbers List his biggest problems with contact. Details and website address with access to administrator accounts. If needed offer presented to the client, the duration of the project. Finally agreed operational scope of the project.
Whether the activities will be carried
Micro and macro goals, the achievement of which will determine further cooperation (micro example: increasing the number of pages viewed. During one session to > , macro example: increase in monthly revenues. By an average of % year on year), advertising accounts. Out on the agency’s or client’s accounts. And who will be the payer on the accounts, form of contact. Whether the client will be invited to the project system. On which communication is conducted, or whether he prefers. Telephone e-mail contact from the Project Manager, additional (individual) arrangements with the client, such as LOB Directory more frequent reporting than in the standard.
