Client onboarding and scope documentation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Client contract signed

   New client completes contract signature and submits initial project intake form with campaign requirements. Form data is automatically captured for processing.

   HubSpot
2. 2

   Action

   Extract campaign requirements

   Parse intake form to identify campaign types, target audiences, budget allocation, and deliverables. Structure data into standardized project parameters.

   HubSpot
3. 3

   Decision

   Determine campaign complexity

   Evaluate project scope based on number of channels, budget size, and deliverable count. Route to appropriate template and resource allocation path.

4. 4

   Action

   Generate scope documentation

   Create detailed project scope document with timelines, deliverables, and KPIs based on campaign complexity. Auto-populate client-specific details and requirements.

   Monday.com
5. 5

   Action

   Setup tracking infrastructure

   Configure Google Analytics goals, create SEMrush projects for keyword tracking, and establish HubSpot campaign monitoring. Initialize baseline metrics collection.

   Google AnalyticsSEMrushHubSpot
6. 6

   Action

   Create project workspace

   Generate Monday.com project board with tasks, assign team members, and set up automated progress reporting. Schedule kick-off meeting with stakeholders.

   Monday.comHubSpot
7. 7

   Output

   Deliver onboarding package

   Send client welcome package containing scope document, project timeline, team introductions, and access credentials. Archive all documentation in client portal.

   HubSpotMonday.com

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