Behind the Scenes of our Onboarding Process
We strive for every marketing campaign to result in these “3 Es.”
Effective in meeting marketing goals.
Efficient with resources and client collaboration.
Established with process and systems.
I’m not going to tell you that it’s easy (no 4 “Es” here). It’s hard work to be effective, efficient, and established.
But one thing I know from experience (see what I’m doing here?), is that in order to achieve the 3 “Es” for any client, no matter the industry or how long the company has been established, we must begin with a solid start: the onboarding process.
“You have to believe in your process. You have to believe in the things you are doing to help the team win.” -- Tom Brady (No matter what you say about Brady or the Patriots, you can’t deny the fact that they have perfected the *process* of winning football.)
The Socialista Onboarding Process
We make ourselves accessible in a variety of ways for potential clients: through our website contact form, free consultation appointments, Facebook messenger, and networking events. Once we get to the first phone call, we help define the client’s marketing goals.
You had me at “Hello.”
The initial call is the opportunity for the client to get to know us and for us to get to know the client. We discuss their business goals, past marketing efforts, and we offer information on how we work.
After the initial call, the team gets together to brainstorm a plan for the client. We spend time researching their business, industry, and competitors. We put together the plan’s pieces depending on the goals — social media engagement for an established brand; a full launch with email, advertising, and a landing page for an entrepreneur; or an information-and-lead generation campaign for someone debuting an online course. Then we match it to a budget and share with the client for feedback. We’ll likely do a round or two of iterations to make sure all the pieces fit together.
Discovery: The client’s story
This is when we get to know the business inside and out. We prepare a list of must-know items that help us understand the client’s short and long-term goals, style, audience, values, and unique position.
Organize & Direct: The creative brief
Now it’s time to get organized and get creative. We prepare ourselves with a timeline, creative direction, and goals for the project. These details help us stay focused and organized and acts as a blueprint for the remainder of the project. This blueprint ensures that we remain aligned with the project and client goals and keeps everyone on the same page.
We collaborate with the client every step of the way. And that means asking for feedback and getting confirmation that we’re headed in the right direction. A side-by-side partnership is our mantra. Without it, we’re not setting ourselves—and our clients—up for success.
I’m proud of the process we’ve worked on for the last year and a half, and I recognize that we can make iterations to improve our operations. I hope it inspires confidence in our work (and inspires you to build your own systems).