Client Onboarding: Example Call

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Almost all services include a pre-launch call, often called an onboarding call, to welcome the customer, go through a content questionnaire, and set expectations for the services. Check out this article to see which services receive a pre-launch call.

Our team will choose a time for this call and send an invite to any contacts listed at the time of order (these contacts will also be given a link to reschedule if necessary as part of the invite). The call will happen over a Google meet, the agent from Marketing Services typically does this with camera off to preserve white label, and will use the call to align the customer expectations and needs from the service with fulfillment processes. 

This call is also important to ensure that we have all of the necessary access and connections that we need. Learn more about connecting accounts in Business App. You can also learn more about how Facebook connections for Digital Ads work.

https://marketing-services.zendesk.com/hc/en-us/articles/19299630230423-Expectations-by-Service-within-Marketing-Services

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