Onboarding funnel fundamentals:

> Account access
> Customer profile
> Competition
> Brand identity and guidelines
> Reporting

Optional:
> Content calendar (if applies)
> Promos

LET'S GO >

Why you need to go hard on this?

You need to show your value immediately.

There must not be any 'guesswork' or asking nitty griddy questions every few hours.

You need to be fast, efficient and COMPLIANT.

CEO won't be there every day to answer you.

*I'm leaving out the invoicing/billing thing out of this. Figure that out in the contract.

1. Account access

What tools do you use and how does your client add you as a user and what permissions do you need?
Bonus points if you are agency partner with whatever tool you use.

2. Customer profile

Target persona - ASL, what their mom sings to them before sleep, last time they ate mac n cheese... kek

Age, gender, location, relationship status, pain points, needs, wants, why do they buy from you, what problems do they have, their beliefs etc.

3. Competition

Who are their top competitors?

SPY THEM

> Email list
> Ads
> Their offer
> Their positioning
> Their target market
> Industry trends
> What makes you different