Getting Started as a Solo Amazon Agency? Here is How to Onboard New Clients | Summary and Q&A

TL;DR

Learn how to onboard a new client as a marketing agency and gain access to their accounts and assets for efficient collaboration.

Key Insights

• 💌 Automation plays a significant role in the onboarding process, starting with contract notifications and continuing with email instructions and surveys.
• 💦 Access to client accounts is secured through a drone account, creating a separate and unattached Amazon account for agency work.
• 💁 Detailed onboarding surveys gathering information about goals, budget, brand guidelines, and creative assets are crucial for effective collaboration.
• 🧑‍⚕️ Initial audits help identify account health, advertising, and catalog/listing issues to address during the onboarding process.
• 😥 The onboarding call allows the agency to connect with the client, address any concerns, and identify the client's primary pain points for the initial weeks.
• ❓ Assigning tasks to account specialists ensures efficient management of account audits and resolving specific client issues.
• 😤 A balanced client assignment system ensures all brand management teams have an even workload and are effectively managing clients.

Transcript

Nikki says let's say I just started my first agency and got my first client how do I onboard them and get access to edit their listings and all that what else should I include in the onboarding process oh this is a really good question you're starting off you're on your own there's not going to be a lot of automations most important thing is to get... Read More

Questions & Answers

Q: What are the primary steps in onboarding a new client for a marketing agency?

The onboarding process typically begins with the signing of a contract, followed by automated instructions for the client to grant access to their accounts. They also need to complete an onboarding survey to provide essential information about their goals, brand guidelines, and creative assets.

Q: How does the agency ensure efficient collaboration and access to client accounts?

The agency uses a systematic approach by creating a drone account, a new Amazon account unattached to any business information. This account allows the agency to work on multiple client accounts without mixing up data or information.

Q: What audits and assessments are conducted during the onboarding process?

The agency performs initial audits to check account health, advertising performance, and catalog/listing issues. They address any specific concerns mentioned by the client or through communication with the sales team.

Q: How does the agency assign tasks to specialists during onboarding?

Once access is granted, the brand management project manager assigns tasks to account specialists based on the client's needs. These tasks can include audits, addressing listing issues, or resolving specific pain points identified in the initial onboarding call.

Summary & Key Takeaways

• The onboarding process starts with the signing of a contract, followed by automated emails with instructions for the client to grant access to their accounts.

• Clients are also required to complete an onboarding survey, providing information about their goals, budget, brand guidelines, and creative assets.

• Once access is granted, the agency conducts initial audits and assigns tasks to specialists based on the client's specific needs.