After a client has paid the invoice and signed the contract:

  1. Welcome Email (includes a link to the onboarding form)

<aside> đŸ’¡ EXAMPLE:

Hey {{contact.first_name}},

I'm super excited to have you and {{company.name}} onboard!

Here are some important things we need you to do to make sure we have everything needed to get started!

Please ensure that you review this email carefully and complete all the following steps!

STEP 1: FILL OUT THE ONBOARDING FORM

Please take the time to fill out this form (link to the form), so that we can get started as soon as possible.

STEP 2: ACCEPT THE ((Slack/Communication Invite))

This is our private communication system where we can easily chat on a daily basis on progress with your Marketing needs.

Best,

((your name))

</aside>

  1. Onboarding Form (this needs to include questions about the brand’s target market, how to give you access to their TikTok Ads account and who they want to have involved in communication). Click here to view an example of an onboarding form for TikTok Ads clients.

  2. Towards the end of the form there is a link to book an onboarding call

  3. Onboarding call - make sure the onboarding process went smoothly and you have access to everything you need to start running ads for them + setup the bi-weekly calls + explain the strategy for the next 14 days.

  4. Bi-weekly calls and weekly reporting through Slack - share the stats from the last 14 days including ad spend, revenue, ROAS etc. and the strategy for the next 14 days.

CHECKLIST: