Guides
Marketing Onboarding Template
Feb 22, 2025
A blog by Jens Bjerregaard
Co-Founder @ Theoflow
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:
Client Information
Business Name
Website URL
Contact Person (Name, Phone, Email)
Business Goals
Marketing Objectives
What are your top priorities? (e.g., lead generation, brand awareness, sales growth)
Key Performance Indicators (KPIs)
Target Audience (Demographics, Location, Interests)
Brand Assets
Logo
Brand Guidelines (Colors, Fonts, Voice)
Social Media Links
Account Access
Google Ads/Facebook Ads Access
Analytics Access
CRM and other platform logins
Campaign Details
Current Marketing Strategies
Previous Campaigns and Results
Competitor Analysis
Contracts & Payments
Signed Agreement
Payment Terms
Setup Fees or Retainer
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.