Process, Process, Process: Steps of the New Client Journey at EMB

Process, Process, Process: Steps of the New Client Journey at EMB

Building strong relationships and growing trust with clients is an essential part of our onboarding process as a marketing agency. We want to make sure that every client is a great fit for us, as much as we are a great fit for them. In order to build that trust, we have put together a variety of processes to guide new clients on their marketing journey. Nothing builds trust like knowing there’s a plan.

Courting a New Client

Mind Map Session

We always want new clients to know exactly what to expect when working with Elevate My Brand, so we begin every relationship with an introductory call to understand their goals, their budget and what they are currently doing in the digital space. We call this our mind map session. It’s an hour-long consultation/conversation where we get a sense of what it would be like to work together as a team. In the mind map session, we educate clients on the big picture and imagine what’s possible and impactful for their brand. 

Taking the First Step

Roadmap to Marketing

From our discovery during the mind map session, we transition the conversation to our roadmap. This is the first phase of any relationship with a new client. This 30-day process allows us to take an analytical deep-dive into clients’ markets as well as what their direct and indirect competitors are doing in the digital space. The end result is a robust report somewhere between 60 and 100 pages. In the roadmap report, we analyze what’s working and what isn’t, for our clients and for their competitors. We look at which platforms they are on and how to help our client stand out. We also strategize how to conquest traffic from competitors’ sites and what approaches we should take based on the goals and budget we outlined in the mind map session.

Scope of Work

From there, we outline a detailed and process-oriented scope of work (SOW) that not only defines the steps of each piece of the project, but also establishes the proper phases of your project. The SOW includes an appropriate timeline, transparent pricing based on predetermined budgets and clearly defined key performance indicators (KPIs) so that we can quantifiably measure the success of our work together.

Once the report is presented and the client signs off on the scope, we enter the execution phase of our relationship. This is the really fun stuff!

Testing and Elevating

High Velocity A/B Tests

With the roadmap and SOW complete, we’ve developed a deep understanding of our client’s brand and put together a detailed plan in only one month. So what now? Now, we test. We test and we test and we test. We conduct what we call high velocity A/B testing, which means we test audiences, messaging, creative, etc. in short spurts with a small ad spend. We do this so that we can get a good understanding of what resonates and with whom so that when we are ready to spend the full budget on advertising, we already know what type of campaigns are likely to be successful.

KPI Measurement

From there, we constantly monitor social, search, web and ad analytics month over month in our proprietary dashboard, the Task Action Report. When we see patterns in the data, we can create more of the content that is working and revise or restrategize the content that isn’t hitting the mark. This allows us to stay flexible in our approach and to create value for our clients every step of the way. 

We always tell our clients that “people buy from people they know, like a trust.” That’s what builds a great brand. At Elevate My Brand, we’re no different. Our clients need to know, like and trust us, too, which is why a clear process is so important. And clearly it works, because 90% of our roadmap clients sign off on a new SOW! 

If you’re looking for an agency you can get to know, like and trust, let’s chat!

Biana Lerman, Account Executive
Elevate My Brand

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