This document outlines an onboarding process for new clients of an advertising agency. It discusses setting up accounts, communication methods using Slack, and detailed reporting. It expects clients to be respectful and patient, and for the partnership to be a two-way effort. A successful partnership relies on open communication, trusting results may vary, and never changing something that is working well without testing. The overall goal is a long-term, successful partnership through advertising with a clear return on investment.

2. It’s an honour to have you apart of the
Client roster

3. Let’s talk about onboarding
● Its Birth: I devised this onboarding process recently as I felt so bad for clients that would
have to spend 2-3 weeks going back and forth on passwords, assets etc only for an
agency to use it as an excuse that the first month is ‘setup’
● Updated: We decided to give it a facelift this year
● The process: This onboarding will take 45-60 minutes but once it’s done, it’s done. This
means that we can get your ads LIVE within 5-7 days rather than 21-30 days list most
other agencies.

4. On the Launch call we’ll set up your
Slack, Reporting and bi-weekly check
in calls

5. What you can Expect from us:
Communication: All communication is done inside Slack exclusively. If you message us
anywhere else, we will not respond even if we see the message. This is so you can get the
quickest response time possible. Every day except Saturday you can expect a maximum 48
Hours response time. Mondays we send you a loom, Thursday’s we send you a 2-3 line written
update and we also have bi-weekly calls.
Reporting: On the Launch call, you’ll get your client Bible. At any point you can refer to that
in order to see how much has been spent, how much was spent, in what campaigns, the
demographics etc. It’s the most detailed yet functioning reporting system out there, It took
us years to develop.
Approach: All of the AD copy will be approved by you first before any publishing, we do this
to get your companies tone of voice through. We approach things very logically and always
keep the clients best interest in mind.
Goals & objectives: This is our utmost priority, we’ll do whatever it takes to get you from
Point A to point B… We set high standards within ourselves and that will ultimately raise the
bar to help you reach your goals

6. What we Expect from you:
Meetings: Please allow for 24 hour notice if you need to cancel a check in call or change
time, barring emergencies obviously.
Respectful: I don’t mean to patronise you, but treat us with the respect that you would also
like to be treated with. My entire team is full time, extremely well paid and extremely
talented. They’re the best of the best and are used to be treated by our clients as such.
To keep it simple: Imagine what your dream client is like in your business, just be that.
That’s always been my number one rule when dealing with other service providers.
Be patient: Results always vary from 1 client to another, please bear in mind that what we
can achieve for someone in 1 month may take another client 3 months to achieve and vice
versa.
Effort: This is a 2-way street, my team and I are focused on delivering results, however we
can’t achieve this if you’re not closing your potential customers. This is a partnership which
will benefit us both

7. A successful Partnership:
Ask Questions: We welcome any and all questions. Don’t be afraid to ask us questions
outside of the scope of advertising on our check in calls either.
Unplug emotion: In the exact same way a financial advisor does best when he has trust from
his clients, we work the same
Never touch what’s working: The only time a client ever leaves us is when they think they
can bring it in-house. Trust me I understand the thinking but it always results in the same
thing… the client comes back to us in 6 months because they realise it’s not a simple as it
looks.
We get paid generously because we’re the best at what we do. Trust me, if it was that simple
everyone could command the fees we do. If you ever think about bringing it in-house, do it
parallel to still working with us and the ONLY when your in-house team produces better
results than us (which won’t happen), then make the full switch.

8. You’re a business owner, that’s wise.
Advertising with a clear discernible ROI
is the single most important revenue
driven you’ll have.

9. So I commend you

10. We look forward to a successful
partnership!