Client Onboarding Checklist
Everything you need to do in your first 7 days as an ARUKZ DIGITAL client.
Before We Begin (Day 0)β
You'll receive a Welcome Email from your dedicated Account Manager within 24 hours of signing. The email contains:
- Welcome letter & introduction to your team
- Your Client Portal login credentials
- Discovery Form link (must complete before kickoff call)
- Kickoff call calendar invite
Day 1β2: Discovery & Accessβ
Share Your Brand Assetsβ
- Brand logo (SVG/PNG, all variants)
- Brand colors (HEX codes or brand guide PDF)
- Brand fonts list
- Tagline / brand voice document (if exists)
Grant Platform Accessβ
- Social Media accounts (Facebook, Instagram, LinkedIn, etc.)
- Google Ads account (invite: accounts@arukz.com)
- Google Analytics 4 property access
- Google Search Console access
- Website CMS/backend access (if applicable)
- Existing ad account access
Business Informationβ
- Complete the Client Discovery Form (link in welcome email)
- Share existing marketing materials, brochures, or decks
- Share competitor brands you've identified
- Share your target customer profile (or fill our ICP form)
Day 3: Kickoff Callβ
Your Kickoff Call (60 minutes) covers:
- Goals & KPIs for the first 90 days
- Campaign strategy overview
- Team introductions (your AM, strategist, creative lead)
- Timeline & delivery schedule confirmation
- Questions & clarifications
Kickoff Call Tip
Come prepared with your 3 most important business goals β we design the entire strategy around your specific outcomes.
Day 4β5: Strategy Setupβ
After the kickoff call, your team will:
- Complete brand audit & competitor analysis
- Finalize 90-day campaign roadmap
- Set up tracking pixels & analytics
- Build campaign infrastructure (ad accounts, UTMs, dashboards)
- Share Strategy Deck for your review & approval
Day 6β7: Go Live Preparationβ
- Review and approve all creative assets before launch
- Review and approve ad copy / content calendar
- Confirm budget allocation per channel
- Set up WhatsApp support channel with your AM
- First reporting dashboard shared with you
Ongoing: What to Expectβ
| Touchpoint | Frequency | Format |
|---|---|---|
| Campaign Report | Weekly | PDF + Dashboard |
| Strategy Call | Monthly | Video Call |
| Ad Performance Review | Bi-weekly | Shared Dashboard |
| Creative Updates | Per campaign | Approval via email |
| Support queries | Anytime | WhatsApp / Email |
Your Support Channelsβ
| Need | Contact |
|---|---|
| General queries | Your Account Manager (WhatsApp) |
| Urgent issues | hello@arukz.com |
| Billing questions | billing@arukz.com |
| Emergency escalation | See Escalation Guide β |
Pro Tip
Save your Account Manager's WhatsApp number β it's the fastest way to get answers on anything!