EP210 - Client And Account Onboarding

#PPCChat Roundup - Behind the Scenes of Paid Search

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2y ago 17:05

M4A•エピソードのホーム

#ppcchat Twitter discussion that runs on Tuesdays at 5pm GMT - Led by Duane Brown (@duanebrown)

Q1 What is your main goal when onboarding an account? This could be an agency onboarding a client or an in-house team taking over an account from another team. Maybe even spinning up a new country account

Q2 Do you have a standard process/system for onboarding a new account? Let us know why or why not

Q3 For those that do have a system, what have you found that made the system successful?

Q4 What is the 1st thing you do once you get access to the new account? I imagine everyone has a slightly different go-to task they do right away.

Q5 What is the 1st thing you do once you get access to the new account? I imagine everyone has a slightly different go-to task they do right away.

Q6 What do you want to ask the community about onboarding new accounts? Thought I would make the last question a free for all. That way we can share our collective knowledge.

- What are the biggest or most common roadblocks you run into during onboarding, and how do you usually address/resolve them?

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