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
4. Brand identity

I made a big mistake with this one first time I started. I didn't ask for anything but I rather inspected every element on their website to figure out what fonts and colors they use.

> Get all brand assets you can (photo, video, color palette, font
> Brand essence (what do they want to be known for)
> Accomplishments, rewards, endorsements, in the press
> Experiences
> Sustainability
> Owners personal brand
> Company history
> Supply chain
> Community involvement
> Events
> Packaging
> Producing process
Technicals:
> Primary font, secondary font - when and where to use it
> Brand color palette (HEX codes)
> Logo variations
> Design elements + full checklist if you are allowed to use certain thing
5. Reporting

Your sheet with all the parameters that you will track and show them every month

Important to track progress and show your value. Bonus points if you make infographics. People don't like reading they like pictures.
BONUS:

Promotions

> What types of promotions are they using right now (1+1, Price discount in $ or %, Mix and match, bundles, loyalty programs, free shipping etc...)
> Are customers influenced by those?
> How far are you allowed to go down with the discounts and when exactly?
> Shipping during holidays
> What is their 'standard' discount
> How often to run a sale
> Does loyalty program suit them
BONUS #2:

Content calendar:

> 30,60,90 days ahead
> Type of content - video, blog...
> Promotions
> A system so they can approve the copy and design
BONUS #3:

Content

> What type of content they want you to produce
> How long it should be?
> Frequency?
> Tone of voice
> Resources for content
> Langauge & messaging
> What emotions should content spark?
> How-tos?
> Quizzes & contests
Client onboarding and why you should go hard on it

Retweet the first one thnx

https://t.co/acHVCI8xpo

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महर्षि कश्यप की तेरह पत्नियां थीं।लेकिन विनता व कद्रु नामक अपनी दो पत्नियों से उन्हे विशेष लगाव था।एक दिन महर्षि आनन्दभाव में बैठे थे कि तभी वे दोनों उनके समीप आकर उनके पैर दबाने लगी।


प्रसन्न होकर महर्षि कश्यप बोले,"मुझे तुम दोनों से विशेष लगाव है, इसलिए यदि तुम्हारी कोई विशेष इच्छा हो तो मुझे बताओ। मैं उसे अवश्य पूरा करूंगा ।"

कद्रू बोली,"स्वामी! मेरी इच्छा है कि मैं हज़ार पुत्रों की मां बनूंगी।"
विनता बोली,"स्वामी! मुझे केवल एक पुत्र की मां बनना है जो इतना बलवान हो की कद्रू के हज़ार पुत्रों पर भारी पड़े।"
महर्षि बोले,"शीघ्र ही मैं यज्ञ करूंगा और यज्ञ के उपरांत तुम दोनो की इच्छाएं अवश्य पूर्ण होंगी"।


महर्षि ने यज्ञ किया,विनता व कद्रू को आशीर्वाद देकर तपस्या करने चले गए। कुछ काल पश्चात कद्रू ने हज़ार अंडों से काले सर्पों को जन्म दिया व विनता ने एक अंडे से तेजस्वी बालक को जन्म दिया जिसका नाम गरूड़ रखा।जैसे जैसे समय बीता गरुड़ बलवान होता गया और कद्रू के पुत्रों पर भारी पड़ने लगा


परिणामस्वरूप दिन प्रतिदिन कद्रू व विनता के सम्बंधों में कटुता बढ़ती गयी।एकदिन जब दोनो भ्रमण कर रहीं थी तब कद्रू ने दूर खड़े सफेद घोड़े को देख कर कहा,"बता सकती हो विनता!दूर खड़ा वो घोड़ा किस रंग का है?"
विनता बोली,"सफेद रंग का"।
तो कद्रू बोली,"शर्त लगाती हो? इसकी पूँछ तो काली है"।