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Digital Marketing Agency Onboarding: What to Expect in Your First 90 Days

Vaibhav Gupta

Jun 13, 2025

MarTech Skills

5 mins

In today’s fast-paced business landscape, effective lead management is crucial for success. AI insights can significantly streamline this process, enabling organizations to automate the identification, scoring, and nurturing of leads.

Hiring a digital marketing agency is a major step — and the first 90 days are critical. This is when strategies are set, systems are integrated, and momentum is built. Businesses that approach this period with clarity and collaboration see faster returns, stronger alignment, and fewer surprises.


This guide walks you through what to expect during your first three months with a digital marketing agency, including how HireGrowth’s AI-powered onboarding process creates a smarter, more efficient path to results.


Pre-Onboarding: Preparation Before Day 1

Before kickoff, successful agency partnerships begin with mutual preparation.


What Clients Should Prepare

  • Access credentials

    • Google Analytics

    • Google Ads

    • Meta Ads Manager

    • Website backend

    • Tag Manager & Pixel platforms


  • Branding assets

    • Logos, color palettes, messaging guidelines


  • Completed intake forms & objectives survey


  • Defined KPIs or performance benchmarks


What the Agency Provides

  • Discovery questionnaire and strategic alignment form

  • List of tool access requirements

  • Communication protocols (Slack, email, project platforms)

  • Assigned point of contact or account manager


Days 1–30: Discovery and Strategy Development

This is where alignment happens. The agency is learning your business — and you're learning how they work.


Key Activities

  • Kickoff meeting to clarify roles, goals, timelines

  • Audit of current marketing assets (ads, site, content, CRM)

  • Market research: Customer personas, competitors, search trends

  • Strategy blueprint: Full-funnel marketing plan with channels and KPIs

  • AI configuration: Assigning HireGrowth’s specialized AI agents for:

    • Ad performance insights

    • Content generation

    • SEO audits

    • Campaign forecasting


Deliverables by Day 30

  • Strategic roadmap with clear deliverables by channel

  • Approval of the first wave of campaigns/content

  • Initial analytics/dashboard setup


Days 31–60: Implementation and Initial Optimization

The action begins. Campaigns go live, content starts flowing, and data collection kicks in.


Key Activities

  • Campaign launches: Ads, email, SEO blog series

  • Creative development: First ad sets, landing pages, social content

  • Platform integrations: CRM, analytics, lead capture

  • Initial performance tracking: Setting up GA4, custom dashboards

  • AI-enhanced optimizations: Content scoring, bid strategies, A/B testing


Expected Results

  • Early impressions, clicks, and engagement metrics

  • First round of test optimizations

  • Weekly check-ins to refine campaigns based on results


Client Responsibilities

  • Approvals on creative

  • Feedback on early leads or sales data

  • Participation in bi-weekly progress reviews


Days 61–90: Refinement and Growth Planning

In this phase, the partnership matures. You’ll refine strategies based on real data and plan for scale.


Key Activities

  • Deep-dive analytics review

  • Optimization of high-performing campaigns

  • Scaling successful channels (more budget, more variants)

  • CRO (conversion rate optimization) for landing pages

  • Monthly ROI reporting with executive summaries


Growth Roadmap Planning

  • Prioritize campaigns based on ROI

  • Plan next quarter’s marketing calendar

  • Evaluate potential for:

    • Retargeting expansion

    • SEO content clusters

    • Lead nurture flows

    • Localized landing pages


Communication Cadence and Reporting

A strong partnership is built on transparency and rhythm.


HireGrowth’s Recommended Cadence

Communication TypeFrequencyFormatWeekly SyncWeeklyVideo or SlackPerformance ReviewBi-weeklyLive dashboard + Q&AStrategy SessionMonthlyExecutive slide deckAd hoc EscalationAs neededPriority Slack/email

Tools We Use

  • Slack or Line (client choice)

  • ClickUp for project tracking

  • Google Looker Studio for dashboards

  • Loom videos for async explanations


Key KPIs to Track in the First 90 Days

PhaseMetricWhy It Matters0–30 DaysEngagement rate, CTR, site speedSignals channel fit & technical health31–60Lead quality, conversion rateConnects early activity to pipeline61–90ROAS, CPA, SQL rateIndicates scaling readiness

Benchmark against industry performance via DAAT or WordStream reports.


Common Challenges and How to Overcome Them

1. Timeline Delays

  • Solution: Pre-onboarding checklist and fixed milestone map.


2. Communication Misalignment

  • Solution: Weekly check-ins and transparent dashboard access.


3. Expectation vs. Reality

  • Solution: Realistic timeline framing in kickoff + phase-based goals.


4. Tool Overload

  • Solution: Let HireGrowth’s AI simplify data → action.


Traditional Agency vs. HireGrowth Onboarding Comparison

FeatureTraditional AgencyHireGrowth AI ModelDiscovery phase2–4 weeks< 7 daysStrategy personalizationManualAI-powered, intent-basedContent creationManual copywritingAI-assisted + human QAReportingMonthly PDFReal-time dashboardsLock-in contracts3–6 months1-month, cancel anytime


HireGrowth’s AI-Powered Onboarding Advantage

  • Specialized AI agents for SEO, paid ads, and CRO

  • Faster ramp-up time (most clients live by Day 10)

  • Transparent reporting with exec-level summaries

  • No long-term commitment (flexibility without friction)

  • Strategic depth + machine learning precision


Maximizing Your Agency Partnership

The First 90 Days Are Just the Beginning

Here’s how to get the most out of your partnership

  • Align on goals and communication early

  • Treat your agency as a strategic partner, not a vendor

  • Be transparent with feedback — fast pivots = faster wins

  • Focus on long-term systems over short-term hacks


When to Reassess or Scale

By Day 90, you should have:

  • Performance visibility

  • Strategic direction

  • A clear ROI trajectory

If not — raise it. If yes — scale it.

Ready to start your digital marketing journey?


Schedule a free consultation HERE with HireGrowth's AI specialists to discuss your business goals and see how our flexible, expert-driven solutions can accelerate your growth in today’s competitive landscape.

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