4. Client Onboarding & Campaign Execution

You closed the sale...now what?

Receive signed agreement

Time to celebrate! The client has sent over the signed document.

ASAP after receiving the signed agreement

  1. Convert the proposal to an IO. Your digital team will start finalizing the IO, but they may have questions for you, so be prepared to share the information you've collected and presented up to this point if anything has changed between the proposal build and what the client agreed to.  
  2. Send an email to your contact asking to schedule an onboarding call in the next 5-7 business days. Include all necessary onboarding documentation so the client can begin granting access, gathering assets, etc. They will provide this to your digital team.  
  3. Schedule the internal onboarding call with your team and your CS team member in the next 2-5 business days. This call needs to happen before the client onboarding call.  

Days 2 – 5: Conduct the internal onboarding call

  1. Alongside your digital team you'll review client goals, identify any assets, access and/or information we'll need to ask the client to provide during the onboarding call.  
  2. Determine the agenda for the client onboarding call, and what roles each team member will play.  

Days 5-7: Conduct the client onboarding call

  1. Introduce the team and their respective roles  
  2. Review campaign goals and verify geo and audience targeting 
  3. Review onboarding materials the client has provided or still needs to provide 
  4. Provide target dates for campaign launch (if they haven't launched yet) 
  5. Provide client a link to Current analytics dashboard  
  6. Schedule the next touch base or touchpoint with the CMG team and the client 
    1. This can be an email letting them know the campaign is live, a two-week check-in and/or the first reporting call 

Campaign Execution Tips

Help your team

Your digital team are experts at this stuff, but it's important to take ownership of your client's success. Utilize the campaigns tab in Current to verify campaigns have launched on time and are delivering. If there are additional onboarding materials needed from the client, ask your team if you should reach out and remind your client that certain items are still outstanding. Spearheading internal and external communication is part of the value you bring to CMG and your client.  

Proactive communication

Keep your client informed when campaigns have launched, or if there are any delays. Delays might happen, and that's okay, but it's important to tell your client before they have to ask.  

Solution Implementation Guide

Your one stop shop for product specs & implementation.

So Close You Can Practically Smell the Finish Line! 🏁

Look at you, almost done with the entire training course! You’re just a few clicks away from total sales mastery, eternal glory, and maybe even understanding why Upselling feels like a superpower.

Don’t stop now… you’ve come too far, learned too much, and clicked too many “Next” buttons to turn back.
Keep going, pick your next module below, and finish strong.

Future You is already practicing their victory speech.

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