Let’s Talk

Search

Client Onboarding Policy

At Retaileco Ltd, we are committed to providing a seamless and professional onboarding experience for every client. This Client Onboarding Policy outlines the steps and expectations for engaging our digital marketing services. Our goal is to ensure a smooth transition and a clear understanding of the services, deliverables, and timelines associated with our work.

1. Purpose

The purpose of this Client Onboarding Policy is to establish a consistent and structured process for welcoming new clients to Retaileco Ltd. The policy aims to set expectations, gather necessary information, and ensure that both parties are aligned on goals, deliverables, and timelines for the digital marketing services to be provided.

2. Scope of Services

Retaileco Ltd offers a range of digital marketing services, including but not limited to:

  • Search Engine Optimization (SEO)
  • Pay-Per-Click (PPC) Advertising
  • Social Media Management
  • Content Creation
  • Email Marketing
  • Analytics and Reporting

Each service engagement is customized to meet the client’s specific needs and objectives.

3. Client Onboarding Process

The onboarding process consists of the following steps:

3.1 Initial Consultation

  • Objective: Understand the client’s business, goals, challenges, and expectations.
  • Action: A meeting (virtual or in-person) will be scheduled to discuss the services required, timeline, budget, and any specific requirements or preferences.
  • Outcome: Both parties will agree on the scope of services and deliverables.

3.2 Proposal and Agreement

  • Objective: Formalize the engagement and establish clear terms of service.
  • Action: A detailed proposal will be provided to the client, outlining the agreed-upon services, timelines, and pricing.
  • Outcome: Once the client approves the proposal, a formal contract will be signed, which may include a non-disclosure agreement (NDA) or other relevant documents.

3.3 Client Information Gathering

  • Objective: Collect necessary information to begin work on the services.
  • Action: The client will be asked to complete an intake form, providing access to relevant accounts, resources, and assets (e.g., ad accounts, analytics data, branding materials).
  • Outcome: The information will be reviewed to ensure the team has everything required to proceed.

3.4 Onboarding Call / Kickoff Meeting

  • Objective: Review the scope of services, set expectations, and establish communication channels.
  • Action: A kickoff meeting will be held with key stakeholders from both Retaileco Ltd and the client’s team. This meeting will outline project timelines, key milestones, and the points of contact for the duration of the engagement.
  • Outcome: All parties will have a clear understanding of the project deliverables, roles, and communication protocol.

3.5 Initial Strategy and Planning

  • Objective: Develop a tailored digital marketing strategy based on the client’s goals and objectives.
  • Action: The Retaileco team will conduct research (e.g., competitor analysis, target audience analysis) and draft a strategic plan to be presented to the client.
  • Outcome: The strategy will be refined and finalized based on client feedback, ensuring alignment with business goals.

3.6 Service Implementation

  • Objective: Begin executing the agreed-upon digital marketing activities.
  • Action: Based on the strategy, Retaileco Ltd will start implementing the services (e.g., launching PPC campaigns, optimizing websites, scheduling social media posts).
  • Outcome: Regular updates and reports will be shared with the client to ensure progress and address any changes or adjustments needed.

4. Client Responsibilities

To ensure a successful onboarding process, clients must:

  • Provide accurate and complete information in a timely manner.
  • Approve proposals, contracts, and deliverables within the agreed-upon timeframe.
  • Grant access to necessary tools, platforms, and resources (e.g., social media accounts, ad accounts, website analytics).
  • Communicate any changes in goals, strategy, or services promptly.

5. Communication & Collaboration

Effective communication is crucial throughout the onboarding process and beyond. To foster collaboration:

  • Clients will be assigned a dedicated account manager as their primary point of contact.
  • Retaileco Ltd will use email, phone calls, or video conferencing as needed for regular check-ins and updates.
  • Clients will receive progress reports at agreed intervals (e.g., weekly, bi-weekly, or monthly).

6. Timeline & Deliverables

  • Timeline: The expected timeline for completing the onboarding process will be outlined in the proposal or contract. Onboarding typically takes between 1-2 weeks, depending on the complexity of services.
  • Deliverables: A detailed list of deliverables will be provided as part of the strategy. Any adjustments to timelines or deliverables will be communicated promptly.

7. Feedback & Adjustments

  • Objective: Ensure the client’s satisfaction and make any necessary adjustments.
  • Action: During and after the onboarding process, clients are encouraged to provide feedback to ensure that the services meet expectations.
  • Outcome: Any feedback received will be addressed promptly, and modifications to the strategy or services will be made as required.

8. Amendments to the Policy

Retaileco Ltd reserves the right to amend this Client Onboarding Policy at any time. Clients will be notified of any significant changes to the policy or procedures.

9. Contact Information

For any inquiries related to the onboarding process, please contact us:

  • Email: Growth@retaileco.co.uk
  • Phone: +44 7366 259913
  • Mail:
    Retaileco Ltd
    71-75 Shelton St
    London WC2H 9JQ, UK

By engaging with Retaileco Ltd, clients acknowledge and agree to this Client Onboarding Policy.