Our Adobe Commerce (Magento) Client Onboarding

Our client onboarding process involves a series of steps to ensure a smooth transition from the initial client engagement to the commencement of the project.

General outline of the client onboarding process

Initial Contact and Discovery

Establish initial contact with the client to understand their requirements.

Conduct a discovery meeting to gather information about the client’s business, goals, target audience, and any existing challenges.

Proposal and Agreement

Create a detailed proposal outlining the scope of work, timeline, deliverables, and cost.

Discuss the proposal with the client, address any questions or concerns, and finalize the agreement.

Kickoff Meeting

Hold a kickoff meeting to introduce the client to the project team.

Review the project scope, goals, and timelines.

Establish communication channels and protocols.

Documentation and Information Gathering

Collect essential information from the client, including brand guidelines, product information, and any existing marketing collateral.

Gather access credentials for relevant platforms, such as Adobe Commerce, hosting, and other necessary tools.

Strategic Planning

Work with the client to define project milestones and key performance indicators (KPIs).

Develop a strategic plan for the Adobe Commerce implementation, including site architecture, design, and functionality.


Throughout the client onboarding process, effective communication, transparency, and collaboration are crucial to building a strong client-agency relationship and ensuring the successful delivery of the Adobe Commerce project.