Goal: To onboard a client and get ready to run a Google Ads campaign.

Ideal Outcome: You and your team have access to resources, account access and approval needed to run Google ad campaigns for your client.

Prerequisites or requirements: You should have access to an active Google Ads account.

Why this is important: To make sure clients’ goals and objectives are addressed so you can begin running ad campaigns as soon as possible.

Where this is done: Email, Google Ads Manager, Google Drive

When this is done: After you have acquired the signed contract from the client to kickstart the project.

Who does this: The marketing or account manager for the project.

• Environment Setup

1. Make a copy of this each document. 

client onboarding email

onboarding questionnaire

kick-off call template.

2. In the onboarding email, edit all that are highlighted in green:

• Client’s name

• The email address of your Google account

• The URL of the Google drive you made a copy of

• Date and time of the kickoff call

• The URL for your kickoff call.

  • Schedule the meeting via Google Meet or any video conferring platform of your choice.

• Name of your colleagues

• Your name in signoff

• Client Onboarding

1. Send the onboarding email as soon as you receive the signed contract. 

2. Set up a kickoff call with the client.

   1. Make sure your client has filled in the onboarding questionnaire before the call. 

   2. Use the Kickoff Call Agenda Template to plan your kickoff call with the client.

3. Develop a strategy

   1. Execute keyword research 

   2. Reverse engineer competitor’s Google ads strategy 

   3. Define Google ad structure 

4. Present your findings, propose a strategy, and get approval from the client 

5. Write a creative brief for designer if you’re running display ad campaigns 

6. You and your team should then have access to all assets and can then proceed to launch the campaigns.