Module 4: Client Onboarding & Task Management

Course Overview

Module 4: Client Onboarding & Task Management

Lessons:

• The Importance of First Impressions in SEO: Why a successful onboarding experience sets the tone for a long-term SEO partnership.
• Scheduling and Structuring the Onboarding Call: How to structure a client onboarding call to clarify goals, expectations, and processes.
• Summary Emails: Importance of recapping all calls in writing and establishing task assignments between client and internal teams. 
• Client Communication: Digisac, Slack and Emails
• Honeymoon Timeline
• SENTR Management: Using SENTR to schedule the first deliverables.

Presentation Slides link

https://docs.google.com/presentation/d/1Lxwm-DCsOl8ioqahkzSlBLKOnlpT04aS/edit#slide=id.p1