CLIENT ON-BOARDING
1. Client Discovery
Clients Name
Clients Email Address
Date
Date Format: MM slash DD slash YYYY
How was meeting conducted
Zoom - Calendly
Phone
Email
Social Media
In Person
How we can help?
Website Design
Social Media Marketing
Social Media Management
Reviews
Pixel Set-up
Social Media Account Review and Advice
Type of Website Required?
Standard
Shop - Retail
Blog
Shopify
Other
Clients Industry
How long in business?
Clients Current Website Details
For shops - How many products do you have?
Do you produce content (type of content produced?)
Clients Social Media Details
Clients Target Market
Do they currently do any Marketing? Provide details
Websites they Love (if applicable)
Discovery Notes (all notes from client call)
2. Presentation
Services we discussed
Notes on Giving Value
3. Close
Notes on Offer to Client - What was the promise
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