Agency Elevation Client Onboarding (Onboarding)

Agency Elevation Client Onboarding (Onboarding)

1. 01

   Create a new client project in the Agency Elevation dashboard

   Navigate to the Projects section and click 'New Project'. Enter the client's business name and select the service tier (e.g., SEO Silver at $399/mo) that matches the resold retainer.

2. 02

   Configure white-label branding for the client

   In the project settings, upload your agency's logo and set the reporting dashboard to display your brand instead of Agency Elevation's. Verify that all email templates and reports use your agency's name.

3. 03

   Invite the client to the dedicated Slack channel

   Use the Slack integration to create a private channel for the client. Add your agency's account manager and the client's point of contact. This channel becomes the primary communication hub for campaign updates and escalations.

4. 04

   Collect and submit client assets

   Gather the client's website URL, Google Business Profile access, ad account credentials (if PPC or social ads are included), and campaign goals. Upload these via the project's asset upload form, ensuring all credentials are stored securely.

5. 05

   Set up the initial campaign kickoff

   In the project's 'Campaigns' tab, click 'Start Campaign' and select the service type (SEO, PPC, etc.). Specify the target keywords or audience parameters based on the client's goals. Confirm the start date and expected delivery milestones.

6. 06

   Schedule the first white-label performance report

   Go to the 'Reports' section and set a recurring monthly report. Choose the white-label template and include key metrics such as keyword rankings, ad spend, and conversions. Ensure the report is scheduled to send to the client on the first of each month.

7. 07

   Review the pilot project's first deliverables

   After the first week, check the Slack channel for updates from Agency Elevation's team. Verify that the initial deliverables (e.g., keyword research, onsite optimizations) are completed and meet the client's expectations before the first billing cycle.