(Spoiler: it’s not just a welcome email and a handshake)
At Melbourne Social Co, we’re big believers that how you start a relationship often determines how it plays out. So when a new client signs on with us, we don’t just jump straight into content creation. We take the time to set the foundations for a successful, collaborative working relationship – because trust, clarity and communication matter just as much as the creative.
Here’s a look at how we do things differently when onboarding new clients at MSC.
We start with people first
We recently introduced a new role at MSC: Head of Client Success (or HOCS for short). This role was created to elevate our client experience from day one. The HOCS leads the onboarding process, ensuring everything runs smoothly, expectations are aligned, and our new clients feel supported and excited from the get-go.
From there, our Account Manager is introduced early – often from the first call – and is deeply involved in the strategy process. This means the person running your day-to-day has context from the very beginning and isn’t just handed a strategy to execute. It’s a hands-on, invested partnership from day one.
Strategy comes before content
We don’t do “set and forget” campaigns. Every new retainer starts with a strategic phase. We work with our clients to map out goals, tone of voice, key content pillars and upcoming campaign dates – all before a single post is scheduled.
Our Business Development Manager (the person who you first spoke to) doesn’t disappear once you sign on either. They stay closely connected and check in quarterly to review progress and ensure your retainer still aligns with your needs. Flexibility and responsiveness are part of our DNA.
Our Welcome Pack isn’t just for show
Once you’re officially onboarded, you’ll receive a beautifully designed Welcome Pack and a detailed onboarding checklist that guides you through exactly what we need to hit the ground running.
Some of the things we ask for upfront:
- Access to brand assets (logos, fonts, guidelines)
- Your preferred communication style and cadence
- Key campaign dates or product launches
- Social platform logins and ad account access
- Product delivery details for content shoots
- Google Drive access so we can collaborate easily
It’s a small thing that makes a big difference. Our clients often tell us how refreshing it is to know exactly what’s happening and when.
“It’s not just about gathering assets—it’s about showing clients from day one that we value their time and want to make the process seamless.”
— Shelley Friesen, Founder at MSC
Onboarding isn’t a one-time task
We see onboarding as an ongoing process. From our first WIP meeting to the first post that goes live, we’re constantly refining how we work together. We check in. We ask questions. We adapt.
Because what sets agencies apart isn’t how they win a client – it’s how they keep one.
“When you get the onboarding process right, it builds trust. That trust leads to better creative, faster approvals, and longer-term partnerships.”
— Industry insight from Campaign US
Whether you’re a marketer looking for agency support or a fellow agency founder thinking about your own systems, we’ll leave you with this: a solid onboarding process isn’t just good admin – it’s a brand-building move.
Because how you make your clients feel at the start?
That sticks with them.
Want to know more about working with Melbourne Social Co? Get in touch today.
