---
title: The Ultimate Client Audit Template | Red Branch Media
description: Onboard new clients or reassess current clients with ease when you use Red Branch Media’s more-than-thorough audit template. You know you want this:
---

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## Client Admin

# Onboarding Audit *Template*

When a new client signs up, you shouldn't leave them alone to jump into your service by themselves. You must have a clearly written process to make sure they know they've made the right choice.

Luckily, we've created an onboarding audit template to help you get new clients settled in with minimal hassle while understanding how to onboard them in a way that makes them feel like a unique and valued customer.

### Onboarding Template

#### Gimme that Resource

![Writing Icon](https://info.redbranchmedia.com/hubfs/14-layers@2x.png "Writing Icon")

### Set Realistic Expectations

Lay down a foundation to discuss what you both expect in terms of deadlines, processes, and communication.

![Clock Icon](https://info.redbranchmedia.com/hubfs/5-layers@2x.png "Clock Icon")

### Develop In-Depth Strategies

Understand your client’s audience and develop strategies to enhance your client’s marketing initiatives from web, design, outreach, growth, and content perspectives.

![Checklist Icon](https://info.redbranchmedia.com/hubfs/8-layers@2x.png "Checklist Icon")

### Conduct Industry Research

Collect statistics, data and expert opinion on various parts of the industry to better understand what the market is expecting and how you should approach potential client challenges.

[Back to resource library](https://redbranchmedia.com/resource-library/)

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