New Client Onboarding Process

Creating a streamlined, scalable client onboarding process is essential for you, your entire team, and the client.

You’ve just landed a new PR client. You feel the rush of signing with a new brand. It’s exciting; no matter how long you’ve been in business. What’s your next step?

Once you’ve closed the deal, you need to hold your first meeting and onboard your new client the right way. You want to ensure they feel that they have made the right choice to hire you.

As a PR executive, you want to trust that your team will onboard your new clients without you having to be involved in the process. You need to focus on bringing in new clients, but you find it hard to let go and you are staying involved longer than you should. You need to have confidence in your team and in your onboarding process.

Your goal is to have multiple prospects making inquiries all the time so it becomes even more imperative to be organized and have an onboarding system. You want to make it as easy as possible for your PR client to sign up for your PR services!

Creating a streamlined, scalable PR client onboarding process is essential for you, your entire team, and the client.

In this program, you will receive a step-by-step streamlined process to implement in your own business. Your business can scale with having a PR client onboarding process in place. You will find yourself taking on more clients and your clients will feel like they made the right choice to hire you.

Program Includes:

  • Workbook: New PR Client Onboarding Process
  • PR Client Experience: Your Onboarding Framework
  • Templates: PR Client Welcome Package includes 20 templates to help you create your streamlined process.
  • New PR client consulting agreement, confidentiality agreement, invoice templates, and more!
  • 40 lessons, project checklists, templates, workbook
  • Led by the President & CEO of Women in PR North America
  • Unlimited access
  • Regularly updated with new content and PR trends

"Women in PR is group of intelligent and savvy women who genuinely want to support one another in career and personal development."

- Lisa Clement, Sea to Sky Strategies

"While not often recognized as such, PR practitioners are the true influencers, with a vast number of connections and an ear to the ground for trends. Women in PR is a great network to be part of and have access to."

- Leeann Froese, Town Hall Brands

Get started now!

Your Program Facilitator

Women in PR
Women in PR

Women in Public Relations is an influential network of leading business women striving for excellence in the field of public relations.

We are partnering with businesses across the Americas to promote opportunities for women to learn and to share resources in a supportive community.

We are connecting leaders, developing new industry initiatives and inspiring new graduates through our event programs. We promote a collaborative learning environment through our portfolio building online programs led by industry experts.

We are the only organization across the Americas dedicated to advancing women in the field of public relations.


Frequently Asked Questions

Why should I study with Women in PR North America?
We take on a broad range of projects designed to engage the public relations industry, including online courses, and utilize our team’s collective expertise in the sector. Our online training programs form part of our commitment to provide our members with information about the field of public relations to ensure they are equipped with the skills to deliver the best possible work for clients and employers.
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
Can I add this course to my LinkedIn profile, online portfolio and resume?
Yes, our courses are led by industry experts and they are viewed as professional development opportunities. After you complete this course, we encourage you to update your LinkedIn profile, online portfolio and resume.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
Can I share my log-in details with my team?
No, courses are sold on an individual basis. If you would like your entire organization to view the course content, please purchase a course for each individual participant. We track logins and password sharing. Your account will be suspended if your login details are shared.
Can I interact with other students in the course and ask questions?
Yes, we have enabled the course comments for our lectures and we would be happy to answer your questions.