What to Expect from a Marketing Agency Onboarding Process

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In this video, Nicole from our Strategy team will talk about what you can expect when you first partner with a marketing agency. Keep reading to learn more!



Transcript

All aboard the Marketing Express! Everyone make sure you have your tickets, because this is a ride definitely don’t want to miss.

…Okay, so maybe agency onboarding doesn’t look exactly like that.

But, in this video, we’re gonna cover what a typical linkedin database onboarding process looks like. Specifically, we’re gonna look at seven steps that most onboarding processes will include. Just keep watching to learn more.


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1. Finalize the contract and payment
When you first partner with an agency, you might be ready to jump right into things, but first you have to make the partnership official. That starts with signing the contract. Once you’ve done that, the next step will likely be setting up your method of payment.

This is not the most interesting part of the process, but it’s a very necessary step toward getting started with an agency. Once it’s taken care of, you can really start to get into the marketing company onboarding process.

2. Receive a questionnaire or attend a strategy meeting
Once the contract is signed, you can expect one of two things to happen. One possibility is that you’ll get sent a questionnaire that asks you about the inner workings of your business. It’ll cover things like your company’s specific needs, goals, budget, and competitors.

The other possibility is that the agency will set up a meeting, either in person or over a video call. You might even receive a form AND discuss the answers in a meeting. Wow.

Whichever option your agency chooses, though, they’ll be sure to get that info from you somehow. Then they’ll put together a customized plan for your business based on the details you give them. At least, that’s what a good agency will do.

3. Get matched with an account manager and team
The next thing that will usually happen in the marketing company onboarding process is matching you with your dedicated account manager. An account manager is responsible for handling your account and coordinating with you on everything that the agency does for your marketing. So even though there may be a larger team driving results for you behind the scenes, you’ll really just need to focus on communicating with your account manager.

As I mentioned, you may also be assigned a specific team of marketers who will be working on your campaigns, depending on the agency and how it works. You may meet that team at the same time as your dedicated account manager, or you might meet them later on. Either way, your account manager will coordinate everything with that team so you don’t have to go back and forth with five or even ten people.

4. Set up all necessary software and analytics tools
In order to improve your marketing, the agency will need to use a variety of digital tools. In some cases, these tools will be things you’re already using, and the agency will need to have access to them in order to harness them for your marketing. In other cases, the agency may set up new tools for your business.