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Digital Agency Project Management Archives | Globital TV

SEO Clients Onboarding Checklist for Agencies (Template)

May 23, 2022
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Has your digital agency developed a tried and tested methodology for onboarding new SEO clients? How can you successfully improve the onboarding process for ultimate efficiency?

As your digital marketing agency welcomes new clients, it’s vital to follow a process to ensure that none of the important parts is overlooked. After all, your agency’s success hinges on a cohesive flow between your clients and your team. And when it comes to SEO, this onboarding process should be foolproof as it’s an extremely important aspect of digital marketing. One misstep could result in wasted time, money and potential problems in the future.

By implementing a refined onboarding process from the get-go, your digital agency will be able to better retain new SEO clients and work together successfully, ultimately improving your agency’s bottom line. Therefore, it’s to your agency’s best advantage to devise an easy-to-follow checklist to streamline your SEO clients’ onboarding process.

In this video, Waseem Ansari, Project Manager at Globital, reveals the best SEO client onboarding checklist for digital agencies. On this checklist are five items that, when implemented properly, will help your agency develop client relationships from the very beginning and ensure a positive working relationship.

Discover how to set up effective reporting and the role that research, auditing and questionnaires play in your effective SEO onboarding strategy. These are guaranteed to transform your agency’s onboarding process into a simple, easy and effective one.

So just how can your digital marketing agency successfully onboard SEO clients? Use this helpful SEO Clients Onboarding Checklist to do onboarding right from the first meeting with each new potential lead.

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