On-boarding New Clients

On-boarding New Clients

Starting a relationship with a new client is a wonderful experience. However, if you don’t onboard them properly you will sow seeds of problems that will appear later on down the road.

Here are a couple thoughts regarding onboarding new clients:

  • Be clear on the scope of work. What EXACTLY will you be doing for the client, and what SPECIFICALLY will you NOT be doing for them.
  • If you’re managing the launch of their show, be very clear on what information and assets you need from them, as well as how long it will take for the trailer or episode 1 to be publicly available.
  • Website integration: Be clear on how they are going to post their episodes on their own website so you can either advise them on best practices and/or provide them with player embed code, etc.
  • Turnaround time: How quickly can they expect you to produce an episode after receiving the audio files?
  • Length of the agreement/contract: How many episodes over how long a period of time? Payment terms?

NOTE: This is not an exhaustive list of on-boarding considerations.

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One Response

  1. Any new business relationship needs to set the boundaries. This is where contracts come in.
    The contract should state how you work together and, more importantly, what happens when things go wrong or your relationship ends. Ie what happens to all your data, IPR, recordings, passwords etc.

    Generally, the contract should be accompanied by a Statement of Works. This defines what you do and what the Client does and the dependencies you have on each other.

    It’s a pain to do, but far less of a pain if things go wrong.

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