Onboard a new agency client

Get a newly signed client set up with access, contacts and a first plan.

1. Get the signed contract and first invoice paid (Client signs off)
2. Sign a data processing agreement (Director signs off). Most people forget this: Under UK GDPR, if you handle the client's customer data you need a written processor contract before you touch it.
3. Get admin access to ad, analytics and social accounts
4. Collect brand files, logins list and past results
5. Set up the client folder, channel and tracker
6. Run the kick-off meeting
7. Agree goals and how results are measured (Client signs off)
8. Share the first 90-day plan

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