Mastering Web3 Client Onboarding | Frameworks with Monica Zou

The essential framework for onboarding new clients in the Web3 space. From understanding the project’s vision and past experiences to competitor research and strategic execution, this step-by-step process ensures a successful partnership. Whether you're a startup founder or a marketing strategist, these insights will help you refine your Web3 go-to-market strategy.

Key Topics:

• Understanding a Web3 project’s vision and milestones
• Engaging with the entire founding team, not just the CEO
• Learning from past projects and marketing mistakes
• Conducting deep competitor research
• Identifying synergy before committing to a project
• Strategic planning and execution for Web3 marketing
• The importance of continuous reflection and data-driven analysis
• Utilizing analytics tools for social media performance tracking

Quotes:

• “I always start by talking to the whole founding team, not just the CEO—understanding their vision is key.”
• “One of the most important questions I ask is: ‘What do you wish you had done differently in your last project?’”
• “Competitor research is critical—learning from failures and successes helps refine our approach.”
• “If we don’t align on synergy, I prefer to recommend the project to someone who shares their values.”
• “Marketing success in Web3 isn’t just about execution, it’s about constant reflection and analytics-driven decision-making.”