Your onboarding officially begins!
Our onboarding process is purpose-built to ensure a smooth transition between sales, finance, and production. An easy and seamless client experience in this transition is of paramount importance.
Our process involves finalizing contracts, connecting with Accounting, assigning dedicated strategists, and conducting thorough kick-off meetings.
Upon receiving a signed SOW, your New Business Strategist at Digitopia will connect with the CEO of our company to review the contract, countersign the agreement, and send it back to you for your records.
Within 72 hours of receiving a signed SOW, our Accounting Department will be in touch with a request for initial payment.
For multi-service clients, you will be assigned a dedicated Account Strategist as your main point of contact. Unlike the typical “overloaded Account Manager,” your strategist only leads a handful of clients. This allows each strategist the time needed to immerse themselves completely in your brand. Your strategist will act as a seamless extension of your internal team.
Initial Audit & Kickoff Meeting:
Prior to the client kickoff meeting, the team will have requested access to all necessary platforms and reporting tools, which will be used to perform an initial audit of all relevant systems and past marketing activities.
Your account team will come prepared for the workshop-style kickoff meeting (3-6 hours) with additional questions and recommendations on how to prioritize your digital marketing opportunities.
In this meeting, all stakeholders will review a detailed project/service timeline as well as examples of deliverables that will be developed within the first 8 weeks. Additionally, we’ll work through a series of discovery and planning exercises that span subjects such as: sales process and performance, marketing goals and current performance, market segmentation, buyer personas, content marketing, advertising channels, and more.