Client And Account Onboarding | EP210 PPCCChat Roundup

Hello, and welcome to this week's episode of the PPCChat Roundup. In today's episode, we have Julie on a well deserved holiday so we've got the amazing Duane Brown taking the helm on this fantastic topic that we've got chatting about today. And we talk about client and account onboarding and standard operating procedures, (SOPs).



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And this is a topic that I think is such a great follow up from our conversation last week about managing and setting expectations. Cause with onboarding, there's a lot of expectations that need to be set, and these are the times, this early, PPC marketers need to be doing just that.


So we get talking about that and about what our procedures are, how they go, what we like checking first and some more questions came out, was asked by some of the team members/our colleagues (that's what I like to call us in this community). Some people in the community ask questions about what the think the onboarding processes should include. I hope you enjoy!


Listen to the full episode on our opinions of the right ways of doing client and account onbaording:

Questions covered:


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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