Healthcare Marketing Agency Onboarding Guide

This guide outlines the onboarding process for healthcare organizations transitioning to a new digital marketing agency, specifically Cardinal. It provides a structured approach to ensure a smooth transition, detailing the steps involved over a typical 90-day period. The guide begins by addressing common concerns organizations may have when switching agencies, such as the impact on existing campaigns and conversion rates. It then presents a standard framework for onboarding, which includes a kickoff call, client questionnaire, audit of existing campaigns, strategy session, goal setting, tech system integrations, campaign launch, and ongoing optimization. Each step is described in detail, emphasizing the importance of collaboration between the healthcare organization and the agency to align goals and expectations. The guide also highlights the need for continuous improvement and adaptation to ensure successful marketing outcomes throughout the partnership.