What Our Client Onboarding Document Looks Like | Episode 115

**Cold Open (Our advice to a developmental agency owner)**

**Skip the Cold Open at 13:55**

In this episode, we dive deep into what our onboarding process looks like for new clients. More specifically, we go over our entire Onboarding document that we make new clients fill out.

It gives us every detail about their business that we need to know in order to effectively execute our services.

That includes their brand messaging, the size of business they are, what their target CPA is, and even accounts we need access to.

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If there's anything we've learned about owning a digital agency, it's that your online security is #1. After facing a Facebook hack with the hacker spending $30,000 on our ads account in a matter of 2 days, we've partnered up with Aura to monitor our online presence and secure our accounts.

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As always, if you enjoyed this episode or this podcast in general and want to leave us a review or rating, head over to Apple and let us know what you like! It helps us get found and motivates us to keep producing this free content.

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