10-Week Client Onboarding Process for a Digital Marketing Agency

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As a HubSpot Platinum Partner, Farotech helps jordan b2b leads clients generate and nurture leads, convert them into customers, and turn them into raving fans. Rather than completely taking over a client's marketing efforts, the agency provides strategy, execution and technology to make the client's existing marketing team more effective.

In the early days of his agency, Chris quickly realized that inadequate upfront research could lead to discrepancies later on. Rushing into execution without a thorough understanding of the client's goals and vision means strategies sometimes need to be significantly revised after a year or so.

Chris implements an effective 10-week new client onboarding process that is entirely focused on diving deep into the client's business and turning this weakness into a strength.

Cross-functional teams interview stakeholders, review messaging and branding, audit technology stacks, and analyze data to develop an ambitious, agile 3-5 year roadmap. At the end of this phase, a roughly 150-page plan is created outlining the target audience, desired marketing outcomes, and more.


Empower agency teams to thoroughly understand clients’ business needs and build trusting relationships with key decision-makers
Uncover key information and ideas that customers lack the ability to discover