Client onboarding
Gather the client brief, ideal customer profile, offer and objectives. Establish the service scope and who approves campaign activity.

Build a connected client delivery process, from onboarding and campaign approval to lead handover, appointments and reporting.
Book a demoBuild a connected client delivery process, from onboarding and campaign approval to lead handover, appointments and reporting. Agree the client-facing branding and responsibilities with the team. White label fulfilment does not involve rented profiles, false identities or third-party account sharing.
Gather the client brief, ideal customer profile, offer and objectives. Establish the service scope and who approves campaign activity.
Prepare targeting and messaging for review. Coordinate campaign setup, progress reviews and support for each client.
Choose interested lead conversations or reply handling, qualification and appointments for your client’s sales team.
Add sales-closing support where needed, with clear responsibilities for calls, follow-up and handover.
Discuss your agency, client volumes and the delivery areas you want Newson to handle. Confirm pricing and responsibilities for the agency and each client.
Select lead generation, appointment setting or sales closing. Complete the client brief and approve the messaging and delivery scope.
Meet your account team and agree communication, reporting and client handover. Confirm the tools and timings available for your arrangement.
The original programme separates agency membership from individual client-service plans. Ask the team for current membership pricing, client delivery fees, branding options and contract terms. Historic rates and setup promises should not be treated as a current quotation.
Discuss logo, colours, client communication and reporting with the team. The approved white label arrangement should accurately represent the service and its providers.
Newson can support onboarding, campaign design, account management and delivery. Your chosen service determines which responsibilities remain with your agency.
Agree a reporting and handover process with the team, including any currently supported CRM, email or team communication tools.
Yes. Discuss sales-closing support alongside lead generation and appointment setting.
No. Confirm current timelines, fees and commitments before starting. Client results and agency profits are not guaranteed.
Discuss your business and the right level of support.
Book a demo