Welcome to your hub for a smooth client onboarding. Here, Account Leads and Marketing have clear steps to gather assets, access details, and launch brand materials. Use this page for checklists and resources to guide each stage of onboarding.
Submit a ticket to initiate the marketing onboarding process for a new client.
Provide:
Official logo files, Font files, Brand guide
Login information for the following (if applicable):
Investor email and platform (e.g., Gmail, Outlook), Social media accounts,
Email marketing platform (e.g., MailerLite, MailChimp), Website and platform
If we need to create new social or email accounts, please specify in the ticket.
Start this onboarding process if the clients have sign the Onboarding Agreement.
You can verify this by looking at “Client CEO/Point of Contacts” list on MailerLite.
Before adding the client to the website, you'll need the following files:
Once you have these, you can proceed to add the client to the website.
Make sure you collect all the credentials from the Account Leads and enter them into 1PASS.
Add the client’s logo to our Capabilities Deck under "Featured Clients".
Create a new MailerLite account if the client doesn’t have an email platform yet or an existing account.
OPTIONAL: Create an embedded form on MailerLite and embed it on their website or send it to Account Lead to forward to the client’s I.T. team.
OPTIONAL: Create a Subscribe Landing Page on MailerLite (e.g subscribepage.io/omni)
After receiving the client’s marketing materials here, translate into our Canva account.