New Client Workspace

Just landed a new client? Great! Start the engagement the right way with this highly effective workspace for organizing all activity related to the account. The template contains a simple, yet powerful set of lists to kickoff and manage the new relationship. Go get 'em!

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Just landed a new client? Great! Start the engagement the right way with this highly effective workspace for organizing all activity related to the account. The template contains a simple, yet powerful set of lists to kickoff and manage the new relationship. Go get 'em!

Create Workspace Start a Redbooth workspace from this template

New Client Workspace

Identify Target Customers

  • Identify New Customers
  • Enrich Existing Customer Data

Identify The Competition

  • Initial assignment
  • Determine Important Keywords
  • Organic Search Competitors
  • Paid Search Competitors

Determine the best performing ads

  • Get started
  • Follow.net research
  • iSpionage research
  • AdBeat research
  • WhatRunsWhere research
  • AdClarity research
  • BuzzSumo research

Evaluate Sales Channels

  • Get started
  • Affiliate marketing with Clickbank
  • Keyword planning with Google AdWords
  • Amazon
  • eBay

Building the final funnel

  • Wrap it up!