A Look at Onboarding with a Marketing Agency

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Entrepreneur smiling during the onboarding with a marketing agency process at OCGnow

You are probably reading this article because you have made the decision to invest in marketing services for your business. Perhaps you are making sales at a steady enough rate and you still want to see your business grow.
This was the case with a small business owner in Columbia, TN. What brought them to give us a call was about implementing some marketing services to help gain brand exposure in their area.


The next steps outlined below detail the process of onboarding with a marketing agency when becoming a part of our clientele here at OCGnow. It includes what you could expect if you too decide to opt into the variety of marketing solutions we provide to help bring your business success.


A three-stage approach was taken with the small business owner to begin establishing the most important points that marketing efforts need to address. When this happens, a business can achieve the most efficient and streamlined marketing efforts possible.


First, requests were made for resources regarding brand assets like logo and color schemes, access to current websites and social media accounts, and an explanation of the desired voice, or personality, of their brand. All of these steps were made simple with organized visual aids to keep things as simple and actionable as possible.

Collecting brand information and assets is a lot like meeting someone new and asking them their name and where they are from. It is a process of gathering the most fundamental yet important information about them. This is especially true when addressing how they represent themselves to the world from those traits. The examples below are of the types of information you would be asked for when introducing your business to our team:

  • Name of yourself and your location
  • Current website link if applicable
  • Current logos and other brand artwork is available
  • Any other media resources you feel portray your brand effectively

The next step is for our team to gain access to any existing accounts or profiles that are currently a part of your online presence. It is important that all areas of representation are displaying your brand uniformly, staying reliably consistent.

This step is often as easy as providing us with your social media handles and usernames. We will then ask you to accept requests from our team of administration to grant them access. Any information about the accounts from previous marketing partners or other parties currently involved will also need to be provided to make this step as easy as possible.


Lastly, the “language” your business speaks is crucial for our team to understand. We will ask questions similar to the following examples to get a better feel for your business so we can address your consumers in the best possible way.

  • What does your business offer?
  • Who is your ideal customer base?
  • What do you feel is the most important aspect of your business?
  • What problems is your business aimed at solving?

During this onboarding with a marketing agency process, we can create a strong and positive relationship that will last. We can create a strong foundation (or strengthen an existing one!) for which to grow an unmatched online presence for your business.


If you are looking for a marketing team to boost your business up and help it achieve recognition in your industry, give OCGnow a call at (904) 600-3600 today.

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