Digital
Tool

Strategic Client Onboarding

A simple, step-by-step framework to onboard new clients with clarity and confidence — setting expectations, aligning goals, and building trust from day one.

Interactive Onboarding Workflow

Yikes! Onboarding Questionnaire

Thank you for partnering with Yikes! This questionnaire helps us understand your business and craft a tailored advertising strategy. It takes 20-30 minutes to complete. Please provide as much detail as possible, and reach out to [Manager Name] ([Email]) with questions.

Section 1: About Your Business

e.g., "What products/services do you offer?"

e.g., "Who are your primary customers?"

Section 2: Business Goals

e.g., "What are your main business goals for the next 12 months?"

By what percentage or amount?

e.g., "How do you measure success for these goals?"

e.g., "What role should Google/Meta ads play?"

e.g., "What obstacles are you facing in achieving these goals?"

Section 3: Competitive Landscape

e.g., "List 2-5 main competitors"

e.g., "Are you aware of their advertising tactics, e.g., social media ads, Google search?"

Describe any ads or campaigns you’ve noticed

e.g., "What sets your business apart from competitors?"

Section 4: Key Performance Indicators (KPIs)






e.g., "What are your target values for these KPIs, e.g., ROAS > 3:1?"

e.g., "What are your current KPI values, if known?"

Section 5: Market Trends

e.g., "Are you aware of industry trends, e.g., video ads, privacy changes?"

How might these trends affect your strategy?

e.g., "Any new markets or channels you’re exploring?"

Section 6: Current Advertising Efforts




e.g., "What’s not working with your current advertising?"

e.g., "Do you have existing ad creatives or brand guidelines?"

Section 7: Additional Information

e.g., "When are you available for a 1-hour workshop?"

e.g., "Anything else we should know?"

Thank you!

We’ll review your responses and contact you to schedule the onboarding workshop.


(For agency use) You can now proceed to the strategy framework, which has been populated with the client's answers.

Interactive Client Strategy Framework

Framework Header

1. Business Overview

Agency to synthesize from questionnaire and workshop.

2. Goals, Roles & Challenges

Agency to refine client's goals into SMART objectives.

3. Competitive Landscape

Agency to expand on client's list with research.

4. KPIs & Performance

Agency to confirm final KPIs based on objectives.

Agency to validate or propose realistic targets.

5. Market & Opportunities

6. Current Advertising Snapshot

7. Logistics & Additional Comments

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