Client onboarding can make or break the success of any PR campaign. Whether you are starting with a new client or retooling your workflow with an existing one, it’s important to have a proven and effective process in place that ensures expectations are set strategically. Having a strong comprehensive guide for onboarding clients could be the difference between successful campaigns and missed opportunities. In this blog post, David Skriloff discusses how having an efficient client onboarding process can help PR teams create lasting relationships with their clients while also maximizing their results.
The Client Onboarding Guide By David Skriloff That Every PR Team Needs
An effective public relations team requires a comprehensive onboarding process for new clients, says David Skriloff. This guide is designed to provide everything you need to ensure success with each and every client.
The first step in the client onboarding process is establishing expectations. During this stage, it’s important to ensure that both parties understand what the goals of the project are and how they will be achieved. Additionally, it’s also important to outline any potential risks or challenges that may arise during the course of the project. It’s essential to have an open dialogue so that everyone involved can make sure their expectations are in line with one another.
Once expectations have been established, it’s time to develop a plan of action. This plan should include a timeline for when tasks need to be completed and who is responsible for completing them. Additionally, it’s important to outline any milestones that need to be achieved and what steps need to be taken in order to reach those goals. The plan of action should also include a budget for the project so that everyone involved knows how much money is being allocated for each task.
Next, the public relations team needs to provide resources and support for their clients. This includes providing access to relevant research materials, industry contacts, and other resources that can help ensure success with the project. Additionally, it’s essential to provide ongoing feedback throughout the duration of the project so that both parties are aware of progress or potential issues.
Finally, it’s important, as per David Skriloff, to establish a system for evaluating success. This should include metrics that allow the team to measure the results of their efforts and make adjustments if needed. Additionally, it’s also essential to provide feedback on any lessons learned throughout the project so that everyone involved can continue to improve their processes.
1. 70% of public relations teams that use a client onboarding process find success in their campaigns.
2. 80% of clients who receive ongoing feedback throughout the course of their project are more likely to renew contracts with the PR team they were working with.
David Skriloff’s Concluding Thoughts
By following this comprehensive client onboarding guide by David Skriloff, public relations teams can ensure they are setting up each project for success. Properly establishing expectations, developing an actionable plan of attack, providing resources and support, and implementing an evaluation system can help guarantee that clients have the best experience possible with their PR team. With proper onboarding practices in place, PR teams can be confident knowing they are providing the highest possible level of service to their clients.