YOUR TEAM | RACI | COMMUNICATION MAPPING | ONBOARDING CHECKLIST | DOWNLOAD ONBOARDING DECK
Let's Ignite Greatness Together.
Your Team
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BIO
Eric is a client service leader with over 20 years of agency experience across traditional advertising, branding and digital. He has spent his career partnering with world-class brands to solve complex business and marketing challenges, focused on creating lasting impact and driving results. He’s also a husband and a dad, an adventure-seeker, a fitness enthusiast, a burger and pizza aficionado and a proud geek.
Fun fact:
Eric was a finalist to be on the television series Survivor: China.
BIO
Eric is a client service leader with over 20 years of agency experience across traditional advertising, branding and digital. He has spent his career partnering with world-class brands to solve complex business and marketing challenges, focused on creating lasting impact and driving results. He’s also a husband and a dad, an adventure-seeker, a fitness enthusiast, a burger and pizza aficionado and a proud geek.
Fun fact:
Eric was a finalist to be on the television series Survivor: China.
BIO
Eric is a client service leader with over 20 years of agency experience across traditional advertising, branding and digital. He has spent his career partnering with world-class brands to solve complex business and marketing challenges, focused on creating lasting impact and driving results. He’s also a husband and a dad, an adventure-seeker, a fitness enthusiast, a burger and pizza aficionado and a proud geek.
Fun fact:
Eric was a finalist to be on the television series Survivor: China.
BPD Team RACI
RESPONSIBLE
Name here
ACCOUNTABLE
Name here
CONSULTED
Name here
INFORMED
Name here
Client Team RACI
RESPONSIBLE
Name here
ACCOUNTABLE
Name here
CONSULTED
Name here
INFORMED
Name here
Communication Mapping
Client Team Member
Name Here
BPD Team Member
Name Here - Primary
Name here - Secondary
Name here - Oversight
Client Team Member
Name Here
BPD Team Member
Name Here - Primary
Name here - Secondary
Client Team Member
Name Here
BPD Team Member
Name Here - Primary
Name here - Secondary
Onboarding Checklist
Contact Information & Key Stakeholders
- Names and role of individuals involved in the project
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Decision-makers and their contact details
- Email addresses
- Phone Number
- Mailing address (if applicable)
Project Details
- Description of the project or service requested
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Project goals and objectives
- Timeline and deadlines
Budget and Payment Information
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Budget constraints or expectations
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Preferred payment methods (if applicable)
Guidelines
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Description of the project or service requested
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Project goals and objectives
- Timeline and deadlines
Previous work and background
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Any relevant previous work or projects completed
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Challenges or pain points experienced previously
Expectations and Preferences
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Preferred communication methods (e.g., email, phone, meetings)
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Reporting frequency (if ongoing project)
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Specific deliverables or outcomes expected
Legal and Compliance
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Contractual agreements or legal considerations
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Non-disclosure agreements (if applicable)
Additional Notes
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Any additional information relevant to the project or client relationship
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Special requests or considerations