Are you the SEO that struggles to collect critical campaign information from your clients at the start of their marketing campaign? If so, this client onboarding article was written just for you. Many marketing business owners dream of scaling their client base, though to do so, you need to have a system in place that cuts down on time spent collecting client data, giving you more time for internal tasks of each campaign.  How do we accomplish an automated onboarding system?

• Typeform
• Zapier
• Asana

What You’re Going to Get From This Walkthrough

1. A complete onboarding system designed for any online marketing business.
2. Discovering How PlacementSEO Uses This Very System
3. A system that’s simple to setup/simple for clients to use.
4. A system that’s free – absolutely no paid plans required (wow)
5. A system that can scale no matter how big your business is.

By writing this article, I hope that you walk away with a new emphasis on client onboarding while understanding how easy it is to automate what often seems to be a process that holds up most marketing campaigns.