Client Onboarding


from $169


Client Onboarding
About this course

You’ve just signed a new SEO client – what happens next?

Client onboarding is the process of acquainting new clients with your agency and your services while gathering all the information you need to serve the client’s needs. Despite the fact that a lack of proper onboarding is one of the top causes of client churn, most agencies don’t spend the time they should on a thorough, well-defined onboarding process.

This course is designed to help you, the agency, develop your client onboarding process into a well-oiled machine that earns valuable buy-in and produces a confident, highly invested client base. You’ll learn how to enter a new client relationship with the right perspective, why internal onboarding among agency employees is so important, how to get to know clients in obscure industries, how to create an airtight communication plan, and how to schedule and organize kickoff meetings. You’ll also get access to a new client questionnaire, developed by Moz’s SEO experts, that will help you uncover your clients’ backgrounds and goals.

By the end of this course, you’ll understand the impact of client onboarding on every SEO project. You’ll know how to maximize your time early on to avoid confusion and frustration as the project progresses. And you’ll ensure that each onboarded client brings value to your agency that far outlasts the project itself.

This course is ideal for emerging or established marketing agencies. Whether you’re just starting out or you’ve been onboarding clients for years, the perspectives in these lessons will help you refine your processes and enter into each client engagement with confidence.