Onboarding
Client onboarding designed for efficiency and oversight
From selection to the first monthly report, clients stay informed through structured reviews without managing tooling.
Steps
Six-step onboarding model
Timelines flex by package complexity, but the order remains constant. Deliverables are documented in the shared workspace.
Step 1 · Day 0
Package selection
Select the package that matches your operating goals. We confirm scope, governance needs, and regions before kickoff.
Artifacts
- Selected package & scope note
- Point-of-contact list
- Compliance requirements
Step 2 · Week 1
Guided intake
Strategists run a guided intake covering positioning, tone, existing assets, and desired outcomes. Clients provide access and approvals only.
Artifacts
- Intake summary
- Asset inventory
- Initial objectives
Step 3 · Week 2
System design
We configure workflows, pods, and automation guardrails. This produces the editorial calendar, capture plan, and review process.
Artifacts
- Workflow blueprint
- Editorial calendar
- Automation guardrail log
Step 4 · Weeks 3-4
Production start
Recording equipment, guidelines, and draft pipelines go live. AI modules handle drafting and repurposing while human editors finalise assets.
Artifacts
- Recording sessions scheduled
- Draft asset queue
- Approval checkpoints
Step 5 · Weekly ongoing
Weekly review
Each week we publish, review data, and make incremental adjustments. Clients receive a concise weekly summary; no dashboards to manage.
Artifacts
- Weekly summary
- Prioritised experiment list
- Channel status
Step 6 · Monthly
Monthly decision report
Monthly deep dive covering performance, insights, and recommended experiments. Aligns leadership on next steps and resource plans.
Artifacts
- Monthly decision report
- Updated roadmap
- Next-quarter focus areas
Readiness
What we ask clients to prepare
Inputs are lightweight. We handle the workflow build, but alignment on these items accelerates onboarding.
- Clear objectives (visibility, authority, demand, or internal enablement)
- Access to footage, transcripts, proof libraries, or prior marketing assets
- Named reviewers for legal/compliance (if required)
- Preferred communication channels for status updates
Guardrails
Governance during onboarding
Even during setup, automations stay supervised and policy-aligned.
- Human approval on every asset
- Tone + compliance governance documented in the portal
- No political, geopolitical, or sanctions-related workstreams
- No financial guarantees; metrics are directional only
- Automation logs and decision trails available for audit
EU Media Expert operates as an educational and service-based partner. Outcomes depend on collaboration and market conditions; we do not guarantee results.