Onboarding is crucial since it familiarizes the agency with its role, the company's philosophy, and the services it provides. KPIs are metrics that help agencies determine how effective their efforts are in achieving their objectives. The onboarded agency must be efficient and understand the client's aims and philosophies in order to get maximum exposure and awareness. It should be able to work quickly and efficiently, saving time and money for the clients who have hired them. 

One of the most important stages in a client's journey is onboarding. It's the period when all of the sales and marketing promises are put to the test. The client may already have reservations about the brand. This is the point at which a digital marketing agency establishes the worth of the agency it has hired and begins to solidify its relationship with them. As a result, it must be properly staged in order for clients to quickly recognize the value of the product.

It is vital that clients be able to monitor the efficiency of the onboarding process in order to enhance KPIs. Onboarding is a usage-sensitive process, and if the agency is unable to meet the client's needs while also improving KPIs, it might generate frustration and time delays.

However, the sooner flaws are identified and acknowledged, the better the partnership will be.

As a result, before employing an agency for onboarding, clear instructions and goals should be established, as well as all KPIs necessary to satisfy the client's objectives.

Many agencies do not use KPIs or believe they are unimportant, and they frequently fail to see how these indications might benefit the client.

We have had a lot of clients tell they have struggled to work with agencies that do not have a clear process for onboarding that the marketing agency could share with them. This results in a perceived indifference quickly which in turn causes worry and concern to arise. Additionally, those same clients dread to tell us that after they have onboarded with the orlando digital marketing agency and worked with them for several months. They find out the agency understanding of their brand is oftentimes built down to a single KPI objective which is oftentimes still missed as the solution they are providing is focused on delivering a specific service, versus a solution that salves the KPI’s need.

We believe in the onboarding and strategy planning face it is vital to identify all KPI’s, the ones that are immediate and you have already identified, as well as any they may grow into once we hit the immediate KPI goals. Once we have identified them all. We then move them into our strategic 90-day action plan. The initial 90 days is designed to build out the foundation, and patterns that give us the data to achieve consistent success in all our KPI’s. As the saying goes “we miss every shot we do not take”. If we do not identify all the KPI’s, define the desired outcomes, and utilize a strategic plan that focuses on delivering on that outcome, then how is anyone expected to claim they will be successful beyond luck?