Onboarding Archived
- ✔ Does client have a Brand/Style Guide?
- ✔ Assets from client
- ✔ Online Intake Form (if needed)
- ✔ Client interview complete
- ✔ Internal team briefing complete
- ✔ Account person to contact client and schedule interview
- ✔ Account person and salesperson to schedule internal team briefing call
- ✔ Art director to create team bio PDF for client
- ✔ Strategist/salesperson to upload all relevant materials on Dropbox/Basecamp
-
✔
Assign team / add members to client job
Niki K.
- ✔ Account person to create folders on Dropbox
- ✔ Review Contract (Niki and account person)
- ✔ Transition to Agency Questionnaire
- ✔ Contract approval
- ✔ Salesperson to provide Signed Contract and Breakdown
-
✔
Welcome email to client
Niki K.