Onboarding Checklist (Make A Copy)

Onboarding Checklist

Start date:

Create Proposal Folder (Sales)

• Create Folder
• Add KW Analysis & Raw rankings

Contract and DD signed (Sales)

• Send/receive Contract through DocHub
• Send/receive Direct Debit through Pay Advantage
• Schedule a start date at least 4 business days away

Create a Contract Folder & add Contract (Sales)

• Create Folder
• Add Contract

Transition to CSM (Sales)

• Introduce in Welcome email - speak to GF about the allocation
• Transfer Deal owner in Hubspot
• Add Client Notes in Hubspot

Make the Asana Campaign Start Task (Sales)

• CAMPAIGN SETUP TASK CREATED WITH START DATE AND CLIENT
• List any specific notes such as spend, specialist, migration/new site plans, content creation, content gap, etc

Targeting (Specialist)

• Finalise keywords with the client
• Confirm keywords with the Tech team

Confirm Access (Specialist)

• Logins for the website
• Access to Analytics
• Access to Google Business Profile
• Access to Google Search Console
• Access to Google Merchant Centre (if eCommerce)

Agency Analytics (Specialist)

• Create a customer profile
• Add final keywords
• Connect Google Business profile
• Connect GA4
• Link search console
• Create & schedule report GA4 - payment date

Client (Specialist)

• Notify the client once everything is set up

Week ⅔ Phone Call (Specialist)

• Check in with client, ask any final questions regarding keyword research and notify them that you’ll email in the coming week to book in the end-of-month zoom

End of month zoom (Specialist + Sales)

• Run client through report structure, plan in Asana, quick overview and feedback from the tech audit. Salesperson to attend to provide support/feedback

1300 689 641

info@calibrenine.com.au 48 Easey Street, Collingwood 3066