---
title: Why onboard new inbound marketing and sales clients?
description: The onboarding process lays the groundwork for inbound marketing and sales success for our clients.
image: https://www.coombsmarketing.com/hs-fs/hub/363538/file-733236882.jpg
---
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# Why onboard new inbound marketing and sales clients?
Posted by [Mary Coombs](https://www.coombsmarketing.com/coombs-content/author/mary-coombs) on April 13,2015
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So what's the big deal about onboarding a client?
In the 20 years of owning our first agency, we never considered having an onboarding process for new clients.
Typically, the client accepted the proposal and we just got to work. So why is it so important, now that we are an inbound marketing and sales agency, to have a great onboarding process for new clients?
## 
## Inbound Marketing is "business intimate".
## 
With inbound marketing and sales, we are not just a service provider or "vendor" to our clients. We are truly a business partner. And in order to be a great partner, we need to learn essential tenets of a business as quickly as possible to be of value right away. In order to do this, we have a rigorous onboarding process that we conduct with our clients as the very first thing we do together.
The process ensures that:
1. The team is created and roles are clearly defined
2. SMART business goals are set and timeframes agreed to
3. Target Personas are created
4. Campaigns are outlined and defined
5. Content calendar is created and approval process detailed
6. Software integrations are completed
7. The team is energized and set to go!
8. All systems are ready to attract the right visitors to your site, convert them into leads, close them into customers, and delight those customers into promoters
And one more thing: limbic resonance.
(oooooooooo eeeeeeeeee oooooooooo)
Google it.
The onboarding process lays the groundwork for success for our clients and for us.
Learn more about unifying your sales and marketing efforts with our free ebook, [The Complete Guide to Unifying Your Sales & Marketing Efforts.](https://www.coombsmarketing.com/unify-your-sales-and-marketing-efforts?hsCtaTracking=323f50b0-6fa3-4b52-8b5f-e8fecf7087f8%7C2379bdff-dd53-4593-983f-3ea6decbb581)
For more information on inbound marketing and sales you might like:
## [5 Ways to Create an Alignment Between Marketing and Sales](https://www.coombsmarketing.com/coombs-content/5-ways-to-create-an-alignment-between-sales-and-marketing)
## [CEO's: Do you have a defined online marketing strategy?](https://www.coombsmarketing.com/coombs-content/ceos-do-you-have-a-defined-online-marketing-strategy)
## [4 steps to identifying leads online!](https://www.coombsmarketing.com/coombs-content/your-site-gets-visits-but-no-online-leads-what-to-do)
Topics: [Inbound Marketing](https://www.coombsmarketing.com/coombs-content/topic/inbound-marketing)
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