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Module 4: Client Onboarding Process

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PPC Process

Module 4: Client Onboarding Process

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chili

Reviews 5.00 (2 Reviews)

Course Overview

Module 4: Client Onboarding Process

Lessons:

  1. The Importance of First Impressions
  2. Scheduling and Structuring the Onboarding Call
  3. Internal Onboarding Process: Roles of Team Members
  4. Setting up Tasks in SENTR
  5. Utilizing Media Wallets for Budget Tracking

Course Content

  • Client Onboarding Process

    • Introduction

      00:02:50

    • The Importance of First Impressions

      00:07:39

    • Scheduling and Structuring the Onboarding Call

      00:05:20

    • Internal Onboarding Process: Roles of Team Members

    • Setting up Tasks in SENTR

    • Utilizing Media Wallets for Budget Tracking

  • Assessment Questions
Free
  • Course Level Intermediate
  • Lessons 6
  • Language English
  • Enrolled 2
  • Additional Resource 0
  • Last Update November 25, 2024