Onboarding flow for every client (regardless of niche/industry/business size):
1. Invoice (must be paid before proceeding)
2. Onboarding survey (current business position + goals)
3. Deep dive strategy call
4. Campaign roadmap + plan of attack
5. Implementation
While I don't mean any disrespect, but these are just phrases that doesn't really explain your process.
If your onboarding flow is part of your trade secret, I'll understand.
Otherwise, could you get into more details in your process?
E.g.
1. Invoicing - how do you bill them if you are charging them monthly? Do you use some form of recurring payment mode, or do you collect their CC details?
2. Onboarding survey - do you just email them a google form, or do you ask them over the phone?
3. strategy call - how do you get the client to take your call so many times?
I'm asking because from my experience, most of these business owner type people are always too busy and they expect you to run the show on your own.
Also, how do you get access to client's facebook ad account? Do you set it up for them, then add your ad ID?
Lastly, how do you coordinate all the account logins, art assets, logos, reports, surveys, to-do lists, landing pages, ad copies etc etc with the client?
Do you use something like Trello, or do you just dump everything into seperate Gdrive folders and email client the links?
Sorry if there's too many questions. I promise these will be the last of them.