Initial Onboarding - Welcome

Summary

This video outlines the 30-day onboarding process for new customers at Viral Marketing. After a client pays a $2,000 build fee, the team works together to execute a series of deliverables, including a messaging plan, brand guidelines, content creation, and account setup across various platforms. The goal is to launch the client's campaigns and ensure a smooth handoff to the monthly implementation team. The course guides employees through each milestone, with detailed training on tools, client management, and communication to ensure a successful and timely client launch, ultimately leading to customer satisfaction and long-term retention.

Takeaways

• 😀 The goal is to ensure clients are successfully onboarded within 30 days after paying the initial $2,000 fee, with all promises delivered to avoid dissatisfaction.
• 😀 The process begins with a clear handoff from the salesperson or account executive to the coach/account manager who will execute the client’s onboarding.
• 😀 All deliverables must be fulfilled to earn a positive client review or testimonial, confirming their satisfaction with the service.
• 😀 The 30-day onboarding process includes building a customized marketing plan, setting up a brand kit, and planning content for a year’s worth of marketing.
• 😀 Effective communication and seamless transitions between the build team and the monthly team are essential to maintaining client satisfaction and continuing service.
• 😀 Onboarding involves five key phone calls that must be scheduled immediately after the client’s payment is received to ensure all tasks are completed on time.
• 😀 Clients are expected to receive a full range of services, such as video blogs, lead capture pages, email marketing setup, and social media optimization.
• 😀 Properly executed software and tools, like Zoho and Trello, are vital to track client progress and ensure smooth execution throughout the onboarding process.
• 😀 Each onboarding phase involves collaboration across various teams, including copywriters, designers, and marketers, to complete the deliverables.
• 😀 After the 30-day period, the client should be successfully launched, with all processes double-checked, ensuring a seamless handoff to the monthly team for continued service.

Q & A

What is the purpose of the onboarding process in viral marketing?

The purpose of the onboarding process is to ensure that a client receives all the necessary services and deliverables within 30 days after their initial payment of $2,000. This includes tasks like setting up their marketing assets, creating a messaging plan, and ensuring everything is ready for the transition to monthly services at $725 per month.

What is the significance of the 30-day timeline for onboarding?

The 30-day timeline is crucial because after 30 days, the client starts being charged $725 per month for the monthly services. If the onboarding is not completed by this time, clients may become dissatisfied, so the team must ensure all deliverables are completed promptly.

What are the key deliverables during the onboarding process?

Key deliverables include creating a clear messaging plan, developing brand guidelines, planning a one-year content strategy, setting up email marketing systems, building a video blog website, and creating lead capture pages for the client.

How should the transition between the sales team and the onboarding team be managed?

The transition, also called the handoff, should be smooth, ensuring that the client is properly introduced to the onboarding team (the coach) and the process is clearly outlined for them. This step ensures that there is no confusion and that everyone is aligned on expectations.

What tools are used to manage the client's progress throughout the onboarding process?

Trello is used to track the client’s progress and manage milestones. This tool helps team members see where the client is in the onboarding process and ensures that all necessary tasks are completed before the 30-day deadline.

What roles are involved in the viral marketing onboarding process?

The key roles include the account executive (who makes the initial sale), the coach (who manages the onboarding process), copywriters, marketing representatives, and web designers. Each role plays a part in delivering specific components of the marketing strategy.

What happens if the client is not satisfied after the 30-day onboarding period?

If the client is not satisfied after the onboarding period, the team will need to revisit the deliverables and identify any issues. The goal is to ensure that the client is happy and feels that they received value for their $2,000 payment, which might include obtaining testimonials or resolving any issues raised.

How are client expectations managed during the onboarding process?

Client expectations are managed by providing clear communication throughout the onboarding process. This includes outlining the deliverables, setting timelines, and regularly checking in to ensure the client is satisfied with each completed milestone.

What is the role of the coach in the onboarding process?

The coach (or account manager) is responsible for guiding the client through the onboarding process, ensuring that all necessary tasks are completed, and ultimately helping the client get set up for the transition to ongoing monthly services.

Why is client feedback (like testimonials or reviews) important after the onboarding process?

Client feedback, such as testimonials or reviews, is crucial for verifying that the client is satisfied with the service and the deliverables provided. Positive feedback also serves as social proof, which can help attract future clients and improve the company’s reputation.