CLIENT ONBOARDING Script
CLIENT ONBOARDING Script
1. An on border will receive an email which was originally sent by clients. This email contains clear and specific information
about how they want the project to be done.
(The information taken from the client should be clear, detailed, and specific. The salesperson must extract all the necessary
information from the client as to how the project should be done (his objective and expectation). The information taken will be
documented in an (information form) which can be in Podio)
2. The salesperson then acts like a consultant who does consultation and relays information clearly and comprehensively about
the project and how it should be done according to the client’s expectation and objectives.
3. The person who does onboarding should be trained accordingly on the skills that needs to be learned such as:
Components of understanding the communication
Tools for the workplace basics of organizing targets, and goals,
(A study course would be really good)
REMINDER: It is important to build rapport to the clients and made them feel that they have chosen the right company to
provide excellent service for them.
What product or sub products or minor products or items are you expecting to be completed or done by the person
that's doing the work for you?
( This way the assignment of tasks to the team members will be given accordingly with the right
expectation)
For small or big product, are you expecting from the team builder, our team member to update every week?
(though, we just kind of rephrase the question as many ways as you need to get that)
CALLING CAMPAIGN
So then if there's the website if Amazon's involved, if you're dealing with Amazon:
What are your goals for Amazon?
Specifically, what help do you need?
What tasks do you need us to do within Amazon?
(If there's influencer marketing, if there's website stuff that needs to do, you need to get a full list of tasks
with regards to the website)
May I have the log information and password?
Do you want to set up an email for us on social media? Or would you like to have a setup just to our use
our own Gmail account?
Or do they want to provide us with an email address for your assistant?
(If there's like an SEO, if it's search engine optimization, or Amazon stuff, and we have to do a more
detailed interview on that, to provide the person but there should be a separate interview for that)
(So somebody who knows Amazon should write the questions. And then we're going to have a competent
Amazon person, do the, you know, do they do the workout and stuff and how the work is going to get
done and do the work. But that's going to be a different person. This is just a person who's collecting data)
Influencer campaign
-This is just a person who's collecting data.
-This would be another section if we're doing influencer connections, or influencer or podcast
connections.
What type of influencers or podcasters if they're doing podcasters what type of influences do
you think would be appropriate for your industry?
FOR PODCASTING
Are there any special offers that you want the influencers to promote?
Is there anything special we're going to offer the influencers in exchange for doing the promotion for podcasts?
Do you have any topics you'd like to speak on?
Is there a nice biography somewhere about you where I can find out some of your accomplishments for promoting
you?
Is the website that we got earlier is that give us the basic data about what you're promoting?
Or which page and your website gives us the basic data on how we're to promote you to the podcasts?
How do you wish to be coordinated with regarding possible scheduling via email?
Or will you provide us with a calendar that shows available times?
Is there's graphic design work to be done?
(Example: Great, by the way, we have a graphic design brief, ma, ma. A branding brief, which your person can
go over with you in detail, and they can I can also have them send that to you to fill out that's really good
information. Every time you have a design pcpc need designed, we have a design brief we can send you. And if
you have an overall we want to really flesh out a branding brief to understand your brand. Can I send that to you
to free to fill out is that? Would that be okay?)