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• Table of contents

Active Client

👋 Client Onboarding

At the start of a new client relationship it’s time for the rest of the team to begin building trust, familiarity and momentum with the client.

It’s also client services’ responsibility to ensure initial crucial setup steps are completed, including initial strategy, reporting, tracking, copy and creative.

• 1. Sales, Relationship, Marketing team members attend kickoff call

Client + Team -

• 2. Client Services takes client through customer persona workshop call

Client -

• 1. Gives admin access to required services