CLIENT MANAGEMENT

SEAMLESS ONBOARDING

  • Learn the process to onboard new clients at scale
  • Ensure each client gets the right attention to launch their campaigns on the right foot
  • Access to email templates, process docs and meetings notes
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WHAT’S INCLUDED?

Everything you need to successfully onboard new clients.

1

ONBOARDING PROCESSES

Having a process to get new clients kicked off is CRITICAL for scaling an agency - you can steal ours. Get access to a 6 video mini series detailing the internal processes and communications you need to ensure new campaigns get started perfectly.

2

EMAIL TEMPLATES

We've developed a sequence on emails to help you easily onboard new clients. Use our templates to move newly signed clients from the sales team into your service delivery process.

3

CLIENT QUESTIONNAIRE

It's important to download as much information from your clients as possible to properly inform the direction of a campaign. Our client questionnaire does the heavy lifting for you by proving a formatted document to capture vital aspects of a new campaign.

4

MEETING TEMPLATES

Running a successful agency requires stellar communications - that means having meetings (in person or via phone) with new clients to show them their campaign is in good hands. Use our pre built meeting templates to make sure meetings stay on task and on target.

Get The
Onboarding System

$0 FREE

Get FREE access to this Blueprint module. Simply enter your name and email to get started.

FULL REPORT
  • VIDEO TRAININGS
  • MEETING TEMPLATES
  • ONBOARDING QUESTIONS
  • EMAIL SEQUENCES
Included

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