New Client Onboarding for Ads Managers [Clickup Template]
You’ve got a new client! 🎉
Instead of scrambling (from scratch) everytime to make sure you get all your client’s info and get all the things setup… wouldn’t it be nice to have an easy-to-assign checklist?
Don’t let important onboarding tasks get overlooked because you don’t have a system in place to make sure it all gets done.
This Clickup Template (also comes with an easy-to-import Asana list) will be your go-to for everything onboarding-related. I mean EVERYTHING. You’ll feel confident that nothing was overlooked and your client will be impressed by how smooth it was to start working with you. Not to mention, your team will appreciate the step-by-step process. But best of all, you’ll eliminate the stress that comes with trying to “wing it” every time you sign a new client.
You’ve got a new client! 🎉
Instead of scrambling (from scratch) everytime to make sure you get all your client’s info and get all the things setup… wouldn’t it be nice to have an easy-to-assign checklist?
Don’t let important onboarding tasks get overlooked because you don’t have a system in place to make sure it all gets done.
This Clickup Template (also comes with an easy-to-import Asana list) will be your go-to for everything onboarding-related. I mean EVERYTHING. You’ll feel confident that nothing was overlooked and your client will be impressed by how smooth it was to start working with you. Not to mention, your team will appreciate the step-by-step process. But best of all, you’ll eliminate the stress that comes with trying to “wing it” every time you sign a new client.
You’ve got a new client! 🎉
Instead of scrambling (from scratch) everytime to make sure you get all your client’s info and get all the things setup… wouldn’t it be nice to have an easy-to-assign checklist?
Don’t let important onboarding tasks get overlooked because you don’t have a system in place to make sure it all gets done.
This Clickup Template (also comes with an easy-to-import Asana list) will be your go-to for everything onboarding-related. I mean EVERYTHING. You’ll feel confident that nothing was overlooked and your client will be impressed by how smooth it was to start working with you. Not to mention, your team will appreciate the step-by-step process. But best of all, you’ll eliminate the stress that comes with trying to “wing it” every time you sign a new client.
ABOUT THE TEMPLATE
Create a world-class onboarding experience for your clients.
When you purchase this template, you will immediately receive an email with the link to one (drool-worthy) customizable Clickup Template.
Just watch the quick implementation video on how to use it, customize it and add your own details and flavor, and you’re ready to make your next client onboarding smooooooth as butter.
Finally, the step-by-step all in one place
Keep your team on the same page
Save yourself time re-creating tasks, emails, and processes every time you work with someone new
WHAT IS INCLUDED
One Clickup Template with a complete New Client Onboarding Process
Two separate task templates broken into tasks for Admin and task for Ads Team
Videos on how to install, customize, and update your Clickup Template
A Bonus Asana list you easily install with copy + paste
Time estimates and due dates already pre-programmed
All the dreamy-organization you never though you’d have in your biz, but always wanted… and then some!
WHO THIS IS FOR
Marketing Strategists
Ads Managers
Media Buyers
Launch Managers
Agencies
IF YOU RUN ADS AS A SERVICE
...then this template will work for you!
REFUNDS
Looking for an icky, complicated refund policy? You won’t find that here.
We’re keeping it simple.
If you’re not happy with your purchase or our service, then neither are we. We’ll work with you to make sure you’re happy and satisfied, even if that means a full refund. Just let us know within 14 days of purchase.