What can you expect from a digital marketing agency onboarding process.

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Looking to hire an agency to get started with your digital marketing? Don’t know what to expect at first? Most agencies will have different onboarding processes to get the ball rolling. It’s a question we get asked quite a lot: do we follow a certain system when recruiting new clients? The answer? Yes! Of course we do.

So, we thought the best thing to do is lay it all out bare, no surprises, no hidden operations, just a simple procedure. 

Here’s UNIQ’s onboarding process. 

The Connect Call

First things first. We want to get to know you. 

The connect call is where the relationship begins. This is when we discuss your business, where you are now and what you want to achieve in the future. Not only will it be our first impression of you but, of course, your first impression of us. From here we’ll be able to decipher a rough idea if we can help you towards your goals and the probability of them being attainable. 

The connect call is in no way a sales pitch. We want what's best for the both of us. This is the opportunity to get a feel for each other and decide if we can benefit each other and accomplish something great together.

The Discovery Call 

The discovery call follows the connect call. This is the stage where we start talking about numbers and specifics.

Numbers (though I know we all hate them sometimes) are a significant influence on whether or not we will be able to really help. It’s on this call we will talk about sales and your monetary ambitions. We say you should, in real terms, be spending around 10% of your yearly capital on your marketing. So, realistically, if you’re not making enough capital we may struggle with what we can offer you.

We have time in between the connect call and the discovery call to delve a little deeper and research your business. This is obviously crucial as the more familiar we are with your business, the easier it will be to understand your goals as well as pain points - which is largely what the discovery call is for. 

From the discussion of goals and pain points we’ll be able to make tactical suggestions of what we can help with or provide for you going forward. Multiple options will be given for you to decide what you think would work best for you, and from here we’ll be able to outline some next steps.

The Proposal 

The proposal is the deciding factor for the client. This is our opportunity to show you what we can do for you and your business. 

We will either send you our proposal for you to read on your own time (because we know how busy you can be) or we will arrange a meeting for us to present the proposal face to face. This will include a general plan of what we would intend to do with your marketing as well as a realistic timeline of return on investment. During this, you’ll have the opportunity to ask any questions you’ve been dwelling on or just general queries about the proposal. 

And if you’re happy with the vision, then there’s nothing left to do but get started on your 30/60/90 day plan.

The 30/60/90 Days

The first 30/60/90 days of working together are basically a trial period where you can decide if your marketing agency is working for you. 

There will be a clear outlined plan from the outset which will have been shared during the proposal. This will cover what will happen within the first 30, 60 and 90 days. There will be meetings each month to discuss progress and any amendments, as well as any issues either party has, so they can be resolved swiftly and easily.

Once the 90 days are up, the client will then decide whether they want to continue and become a retainer client.

So there we have it! Our digital marketing process.


Book your connect call now. You know what happens next.

Topics: Insider, Marketing

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