Project Goal

To create a streamlined client onboarding workflow that includes client-friendly tools, detailed documentation processes (SOP), and website enhancements to guide clients through the onboarding journey effectively.

Expected Deliverables

1. Click Funnel &Onboarding procedures

• Develop an onboarding click funnel for clients that have already landed and signed our initial contracts.
• Onboarding Process must collect specific information from the clients as well as a method to upload required documents (A checklist and upload form template for clients)
• Documentation on decision criteria and best practices.
• Internal SOP onboarding workflow.

2. Client-facing materials.

• Select a 3rd party click funnel that will integrate with our Google ecosystem.
• Deploy the 3rd party Click Funnel to accept the clients documents.
• Wireframe designs for this new section on our website
• Copywrite for our website to instruct clients on our request

Project Activities

Research and Analysis:

• Investigate best practices in client onboarding within web development and digital consulting industries.
• Analyze Agora Connections' current services, workflows, and target client profiles to understand key requirements.

Develop Client-Facing Materials:

• Design a client-friendly checklist for essential assets
• Assessing client readiness (e.g., checklists for logos, content, access to accounts, digital assets, branding materials, etc.).

Develop a Client Workflow

• Design a step-by-step process to guide clients through onboarding using a Google Form as the central tool.
• Create an upload form template (e.g., Google Forms, Typeform) to gather resources from clients efficiently.
• Document uploads and requests for missing resources.

Implement a 3rd-Party Document Collection System

• Research and recommend secure platforms (e.g., Dropbox, OneDrive, or Google Drive integrations) for accepting and managing client-submitted documents.
• Develop a simple process for Agora staff to access and review these documents.

Design Internal SOP:

• Create structured workflows for client onboarding that detail:
• Initial assessment criteria (digital assets, branding, technology infrastructure).
• Decision-making frameworks for accepting/rejecting clients.
• Steps for onboarding clients, including tools and communication protocols.

Copywriting for Website Instructions

• Draft clear and professional content to explain the onboarding process on your website.
• Ensure the tone reflects Agora Connections' brand and is easy for clients to follow.
• Include FAQ-style guidance for common client queries.

Create Wireframe Designs for the Website

• Develop wireframe layouts for a new onboarding section on your website.
• Include features such as:
• An overview of the onboarding process.
• Links to Google Forms and document upload platforms.
• A section for FAQs and client resources.