EP210 - Client And Account Onboarding

#ppcchat Twitter discussion that runs on Tuesdays at 5pm GMT - Led by Duane Brown (@duanebrown)

Q1 What is your main goal when onboarding an account? This could be an agency onboarding a client or an in-house team taking over an account from another team. Maybe even spinning up a new country account

Q2 Do you have a standard process/system for onboarding a new account? Let us know why or why not

Q3 For those that do have a system, what have you found that made the system successful?

Q4 What is the 1st thing you do once you get access to the new account? I imagine everyone has a slightly different go-to task they do right away.

Q5 What is the 1st thing you do once you get access to the new account? I imagine everyone has a slightly different go-to task they do right away.

Q6 What do you want to ask the community about onboarding new accounts? Thought I would make the last question a free for all. That way we can share our collective knowledge.

- What are the biggest or most common roadblocks you run into during onboarding, and how do you usually address/resolve them?

Thank you for listening!

Please help grow the podcast - and rate/review on Spotify, Amazon, Apple Podcast & more - linktr.ee/ppcchat_roundup