Marketing Onboarding Template: Simplify Your Process

A marketing onboarding template helps you streamline the initial setup for new clients, ensuring that all necessary information is collected quickly and accurately. With Theoflow, this process can be automated, saving time and reducing errors.

Marketing Onboarding Template

Here’s a basic template to help you structure your marketing onboarding:

1. Client Information

   • Business Name

   • Website URL

   • Contact Person (Name, Phone, Email)

   • Business Goals

2. Marketing Objectives

   • What are your top priorities? (e.g., lead generation, brand awareness, sales growth)

   • Key Performance Indicators (KPIs)

   • Target Audience (Demographics, Location, Interests)

3. Brand Assets

   • Logo

   • Brand Guidelines (Colors, Fonts, Voice)

   • Social Media Links

4. Account Access

   • Google Ads/Facebook Ads Access

   • Analytics Access

   • CRM and other platform logins

5. Campaign Details

   • Current Marketing Strategies

   • Previous Campaigns and Results

   • Competitor Analysis

6. Contracts & Payments

   • Signed Agreement

   • Payment Terms

   • Setup Fees or Retainer

7. Communication Preferences

   • Preferred Channel (Email, Slack, Calls)

   • Frequency of Reporting

   • Key Points of Contact

How Theoflow Automates Marketing Onboarding Templates

With Theoflow, you can take this marketing onboarding template and automate the entire process:

✅ Branded Client Portal – Clients submit everything in one convenient place.
✅ Automated Data Collection – Gather all information, access, and assets automatically.
✅ Instant Contracts & Payments – Handle agreements and payments with no delays.

Conclusion

A marketing onboarding template makes sure all critical details are collected at the start of the client relationship, helping you avoid mistakes and delays. By automating with Theoflow, you can streamline the process and deliver a 10x faster onboarding experience.

[Start Your Free Trial with Theoflow] today to see how it can simplify your marketing onboarding.