WHAT IS THE COMPLETE ONBOARDING PACKAGE?

Everything you need to know about onboarding

As dedicated Client Account Managers for some of the world’s most successful digital marketing agencies, we’ve onboarded more clients than we can count. We’ve tried, tested and re-tested our process to get it so just right, even Goldilocks would approve. From the sales call to the launch, the Complete Onboarding Package shows you how we onboard clients into digital marketing agencies, step by step, including the exact tools and templates we use with real clients.

24-page, Step-By-Step Guide

Inside your guide, you’ll have your hands on everything we use inside marketing agencies to onboard clients without a hiccup. We’ve given it all away!

22 In-Depth Video Tutorials

Prefer to learn via video? Inside your download, you’ll have access to our video trainings, all focused on onboarding.

18+ Tools and Templates

Take action right away with our templates and tools you can use inside your agency to begin onboarding clients with ease.

IT’S A NO BRAINER

This is for you if…

You’re mapping out sales funnels and whipping up copy for Facebook Ads like it’s your job (wait—it is your job!) But between creating campaigns and measuring analytics, it feels impossible to onboard your clients without dropping a ball (or two).

That’s where we step in. We’ve onboarded more clients than we can count, so we tried, tested and re-tested our process to get it so just right, even Goldilocks would approve. And now we’re sharing it with you.

Meet your new best friend: The Complete Onboarding Package

Everything you need to know about onboarding.

• The DOT Method
• Where to start?
• How we do it
• Process each part
• Briefing Documents
• E-Commerce Briefing Doc
• Brand Guide
• Brand Voice & Messaging Onboarding
• Email Access Guide
• Facebook Access

• Client Communication
• Remember the steps
• Countdown to Kick-Off
• Approval Process
• Strategy Build
• Pre-Launch Checklist
• Launches
• Client Happiness
• Takeaways

Oh, I should ask about…

What is the Complete Onboarding Package?

The Complete Onboarding Package shows you how we onboard clients into digital marketing agencies, step by step, including the exact tools and templates we use with real clients.

How do I know it’s for me?

If you’re an agency with clients, this is for you. Onboarding your clients is the beginning of a referral-worthy client experience and the secret to repeat clients. And we’re showing you how to onboard your clients like a professional.

Does it matter if I’m a new agency?

Nope! If you’re just getting started, we think this is the best way to start. You’ll learn a ton and have your systems ready to rock.

How long will it take me to implement it?

It’s totally up to you. You could implement everything in one sitting, or keep it in your library to pull from as you need.

When can I get started?

Right away! As soon as you purchase The Complete Onboarding Package, you’ll have instant access.

WHO IS LEADING THIS?

Digital Marketers Turned Client Managers

We’re DOT & Company, once a digital marketing agency like yours, now we’re here to help you do what we did for ourselves: Create experiences that make your clients weak in the knees. Not only will we nurture lasting relationships with your clientele, we’ll free you up to focus on your zone of genius in your business.

Ready To Onboard Like A Pro?