PPC Client Onboarding Guide

The first 3 months of a new PPC client relationship are some of the most important. This guide is a quick and easy way to structure your first 3 months! Duplicate and customize based on the scope of your new client engagement and send to your client!

This guide contains templates and internal processes/checklists that I use with my own PPC clients. However, edit and change as you see fit!

WHO IS THIS GUIDE FOR?

If you run paid ads for clients or are involved in the PPC client relationship.

• Freelance PPC experts
• Agency PPC specialists
• Agency owners or team leads
• PPC account managers

By having an easy-to-use, professional-looking resource to provide to your clients, you'll have a strong start to the PPC client relationship and it will make the whole onboarding process a lot more organized.

HOW TO USE THIS RESOURCE

• Duplicate the Google Doc.
• Change the intro, branding, and customize the content in the 90-day plan section.
• Send your client the 90-day plan.
• Use the internal processes and checklists in your clients' accounts.
• High-five to the start of a great new PPC client relationship!

ABOUT ME

👋 Hi, I'm Emily.

I've spent the last 10 years helping businesses grow with PPC, lead generation, and go-to-market strategies.

I've worked in agencies and in-house, so I know the client relationship very well from both sides. I quit my in-house director of marketing job in 2023 to start my own business where I help both businesses and agencies scale.

As part of that endeavor, I needed my own client onboarding processes and resources. Which is how this template was created!

WHY THIS TEMPLATE

Maybe you're just getting started with freelancing and taking on PPC clients.

Maybe you're an agency owner who is really ramping up their client acquisition efforts and needs a way to make onboarding smoother and more consistent.

Maybe you've felt like every onboarding is different and want to streamline all the work that comes along with getting a new PPC client.

Whatever the case, accounting for and organizing all the moving parts of onboarding can be a headache. But it's important!

FIRST IMPRESSIONS ARE IMPORTANT

That's why getting onboarding right is so critical.

This is the 90-day plan and onboarding systems that I use for my own PPC clients. It's made the onboarding process much more streamlined and it has helped the new client relationship get started on the right foot. Additionally, it helps the client know that I have a plan and I can steer the PPC accounts in the right direction.

WHAT'S INCLUDED

• An easy-to-edit 90-day plan & email templates that you can duplicate and customize based on your client's scope.
• My pre-loaded optimizations that I typically tackle in the first 90-days of a new PPC client relationship.
• Google Ads account audit checklist and optimization process.

QUESTIONS?

Send me an email: emilywoodmarketing@gmail.com

Or connect with me on LinkedIn: https://www.linkedin.com/in/emilylwood/