Behind the Scenes of a Successful Marketing Process From Concept to Execution

04/16/25 • 47 min

Ever wondered what it takes to turn a new client into a long-term relationship? In this episode, Alyssa and Dakota dive into crafting a successful onboarding process to execute clear deliverables on a structured timeline. From brainstorming creative concepts to executing multi-channel campaigns, we cover it all.

Episode highlights:

Creating a proper client onboarding process, transparency and communicating deliverables and timelines will lead to long-term client relationships.

Here are items to provide to ensure a strong client onboarding experience:

Preparation and Welcome:
- Send a personalized welcome email, introducing the main points of contact and outlining next steps.
- Share a welcome packet or client guide that includes your services, communication protocols, and project timeline.
Kickoff Meeting:
- Hold an initial meeting to discuss the client’s goals, expectations, and any pain points.
- Review the project scope, deliverables, timelines, and any relevant documentation.
Setting Expectations:
- Clearly define roles and responsibilities on both sides.
- Establish preferred communication channels and frequency of updates.
Gathering Information and Documentation:
- Collect any necessary files, branding guidelines, login credentials, or project-specific data.
- Use a checklist to ensure you have everything you need to start effectively.
Project Plan and Milestones:
- Develop a clear project roadmap with key milestones and deadlines.
- Share the plan with the client to make sure everyone is aligned.
Training and Support (if needed):
- Provide training on how to use client portals, collaboration tools, or project management systems.
- Offer resources and guides to make the process smoother.
Ongoing Communication and Follow-Up:
- Maintain regular check-ins to update on progress and address any concerns.
- Gather feedback to continuously improve the experience and build trust.

Takeaways

Work with clients that align with your values
Be transparent about mistakes and any issues around timelines or budgets
Ensure all stakeholders are involved in the kick-off session
Celebrate your wins

If you enjoyed this episode of Ladies Who Launch, please be sure to take a screenshot and share it on social media and tag us @ladieswholaunchpod OR, link us to a friend or colleague by sharing the episode. Also, please give us a review and a five-star rating if you love what we’re putting down!

Ladies Who Launch is a podcast for marketers by marketers.

[email protected]
Instagram: @ladieswholaunchpod

Your hosts:

Dakota Kidby owns Social Centric, a digital marketing agency based in Calgary, Alberta, Canada.
Instagram: @socialcentricinc

Alyssa Berry owns Alyssa Berry Communications, a boutique public relations agency based in Calgary, Alberta, Canada.
Instagram: @aly_b_yyc

Resources and links:

Get in the queue for our new newsletter, dropping April 2025: https://gmail.us18.list-manage.com/subscribe?u=7ae9fd1fd06734635586825ce&id=4fcdb235ba

Stay tuned to our Instagram for updates on episode drops, merch, newsletter drops, events and more: https://www.instagram.com/ladieswholaunchpod/

Transcript:

Dakota Kidby: [00:00:08] Hey, hey, welcome to Ladies Who Launch, the podcast where we cut through the noise, ditch the fluff and get real about all things marketing.

Alyssa Berry: [00:00:16] That's right, we are your host, Dakota and Alyssa, two entrepreneurs from Calgary who are here to serve up equal parts solid advice, industry banter, and a whole lot of unfiltered opinions.

Dakota Kidby: [00:00:27] So grab your coffee, buckle up, and get ready for a podcast that's equal parts fun and real talk. Whether you're in the biz or just curious about what goes down behind the scenes of marketing, we've got you covered.

Alyssa Berry: [00:00:38] Let's get to it. Welcome to Ladies Who Launch.

Dakota Kidby: [00:00:46] Welcome back to another episode of the Ladies Who Launch. We are coming at you from a very cold Calgary, Alberta. Yes, that's right friends, it is March 29th and it snowed a lot. S...

Episode highlights:

Creating a proper client onboarding process, transparency and communicating deliverables and timelines will lead to long-term client relationships.

Here are items to provide to ensure a strong client onboarding experience:

Preparation and Welcome:
- Send a personalized welcome email, introducing the main points of contact and outlining next steps.
- Share a welcome packet or client guide that includes your services, communication protocols, and project timeline.
Kickoff Meeting:
- Hold an initial meeting to discuss the client’s goals, expectations, and any pain points.
- Review the project scope, deliverables, timelines, and any relevant documentation.
Setting Expectations:
- Clearly define roles and responsibilities on both sides.
- Establish preferred communication channels and frequency of updates.
Gathering Information and Documentation:
- Collect any necessary files, branding guidelines, login credentials, or project-specific data.
- Use a checklist to ensure you have everything you need to start effectively.
Project Plan and Milestones:
- Develop a clear project roadmap with key milestones and deadlines.
- Share the plan with the client to make sure everyone is aligned.
Training and Support (if needed):
- Provide training on how to use client portals, collaboration tools, or project management systems.
- Offer resources and guides to make the process smoother.
Ongoing Communication and Follow-Up:
- Maintain regular check-ins to update on progress and address any concerns.
- Gather feedback to continuously improve the experience and build trust.

Takeaways

Work with clients that align with your values
Be transparent about mistakes and any issues around timelines or budgets
Ensure all stakeholders are involved in the kick-off session
Celebrate your wins

Ladies Who Launch is a podcast for marketers by marketers.

[email protected]
Instagram: @ladieswholaunchpod

Your hosts:

Dakota Kidby owns Social Centric, a digital marketing agency based in Calgary, Alberta, Canada.
Instagram: @socialcentricinc

Alyssa Berry owns Alyssa Berry Communications, a boutique public relations agency based in Calgary, Alberta, Canada.
Instagram: @aly_b_yyc

Resources and links:

Get in the queue for our new newsletter, dropping April 2025: https://gmail.us18.list-manage.com/subscribe?u=7ae9fd1fd06734635586825ce&id=4fcdb235ba

Stay tuned to our Instagram for updates on episode drops, merch, newsletter drops, events and more: https://www.instagram.com/ladieswholaunchpod/

Transcript:

Dakota Kidby: [00:00:08] Hey, hey, welcome to Ladies Who Launch, the podcast where we cut through the noise, ditch the fluff and get real about all things marketing.

Alyssa Berry: [00:00:38] Let's get to it. Welcome to Ladies Who Launch.

Previous Episode

Bad Behaviour on Social Media and Why Authenticity Reigns

Society in the digital space is becoming more and more broken but you can still show up authentically and fill gaps that people need to thrive. In this episode of Ladies Who Launch, the first back in 8 months, Alyssa and Dakota candidly discuss where they’ve been and what’s coming down the pipeline for 2025 while diving into the depths of trolling, bad behaviour online, adding to the noise and what being yourself, scrappy or not will do for your brand if you show up as YOU and you only.

Episode highlights:

Taking the reins on your brand image, using social media for good, success mindset, brand, mental health, opinions on bad marketing, leadership and relationships.

Takeaways:

Social media can easily become a place for fear, half-truths and a place for hate but there is still a massive opportunity to outshine the b*llshit and add value.
If you don’t control your narrative, someone else will.
Don’t go online without a plan.
Your brand is everything, so make it real.

If you enjoyed this episode of Ladies Who Launch, please be sure to take a screenshot and share it on social media and tag us @ladieswholaunchpod OR, link us to a friend or colleague by sharing the episode. Also please make sure to give us a review and a five-star rating if you’re loving what we’re putting down!

Resources and links:

Transcript:

Dakota Kidby: [00:00:02] Hey, hey, welcome to Ladies Who Launch, the podcast where we cut through the noise, ditch the fluff and get real about all things marketing.

Alyssa Berry: [00:00:11] That's right, we are your hosts, Dakota and Alyssa, two entrepreneurs from Calgary who are here to serve up equal parts solid advice, industry banter, and a whole lot of unfiltered opinions.

Dakota Kidby: [00:00:21] So grab your coffee, buckle up, and get ready for a podcast that's equal parts fun and real talk. Whether you're in the biz or just curious about what goes down behind the scenes of marketing, we've got you covered.

Alyssa Berry: [00:00:33] Let's get to it. Welcome to Ladies Who Launch.

Dakota Kidby: [00:00:40] We're back.

Alyssa Berry: [00:00:42] Look who's back. Back again.

Dakota Kidby: [00:00:45] The ladies are back. Tell a friend.

Alyssa Berry: [00:00:49] Oh, my God, it's only been, what? Eight months. Here we are.

Dakota Kidby: [00:00:54] We're back after an eight month hiatus. Welcome back to season five of Ladies Who launch.

Alyssa Berry: [00:01:01] The eight month hiatus that was supposed to be like two. But Dakota and I are always on our own schedule, as many of our listeners know, so we are happy to be back,

Dakota Kidby: [00:01:12] Happy to finally be back with you guys. And we have a brand new setup. We are now using new software, we have new tech, new equipment. We're going to be on YouTube. So we really look forward to taking Ladies Who Launch to the next level this year.

Alyssa Berry: [00:01:28] Yes, and we did a rebrand too. So if you've been on our Instagram recently, you'll see we have a whole new logo brand we're coming out with. We're going to have new newsletter, new community events. We're back at it hardcore because we missed our community. And we know you guys missed us too. So.

Dakota Kidby: [00:01:46] Yeah, we got a lot of feedback from you guys over our hiatus that people were unimpressed that we were not recording. So we really appreciate your guys's support and we are very excited for season five of Ladies Who Launch.

Alyssa Berry: [00:02:01] It's crazy it's season five, to be honest.

Dakota Kidby: [00:02:03] I know. Yeah, so we started this, for those of you who are new to the podcast, Alyssa and myself started this podcast over Covid in 2020 as sort of an outlet to be able to get together as friends and be opinionated about all the things that we like to be opinionated about. And 90% of the time that is marketing, because we are both marketing professionals. I want to say 10% of the time it's everything else from period poverty to politics to what's going on in the world, to stuff that's going on in our city and so on and so forth. So.

Alyssa Berry: [00:02:40] And we will just pick up right where w...