ONBOARD NEW CLIENTS

SEAMLESSLY

  • 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

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.

ACCESS TO BLUEPRINT
TRAINING PLATFORM

A deep look at the video course you’ll get access to.

What You’ll LEARN

  • Who should be in charge of this operation
  • How to get a new client or SEO campaign set up quickly

Included

  • 21-page Campaign Onboarding slide deck

What You’ll LEARN

  • Who should be in charge of this operation
  • Why use a kickoff email
  • How to use the kickoff email to get access to GA, GSC, GTM, etc
  • How to use the kickoff email to get more information from the client
  • How to use the kickoff email to show your professional approach to the client

Included

  • 21-page Campaign Onboarding slide deck
  • Kickoff email templates

What You’ll LEARN

  • Who should be in charge of this operation
  • How to adjust your project plan to ensure that you meet your campaign goals
  • How to get a sense of the resources at your disposal
  • How to formulate your initial plan of attack for the campaign
  • How to store information in the client folder

Included

  • 21-page Campaign Onboarding slide deck
  • SEO Onboarding Questions Template

What You’ll LEARN

  • Who should be in charge of this operation
  • How to introduce the client to team members and prep them for the campaign
  • How to start building a high-level project plan to set the first month’s deliverables for client review
  • How to prepare your team for client communication

Included

  • 21-page Campaign Onboarding slide deck

What You’ll LEARN

  • Who should be in charge of this operation
  • When and why to review open questions with the client
  • How to use this call to get familiar and build rapport with the client
  • How to set up a communication and deliverables schedule with the client

Included

  • 21-page Campaign Onboarding slide deck
  • SEO Campaign Kickoff Meeting Template

What You’ll GET

  • Access to our private Slack channel filled with intelligent marketers like yourself
  • 21-page Campaign Onboarding slide deck
  • SEO Campaign Onboarding Emails Template
  • Campaign Onboarding Questionnaire
  • Client Kickoff Call Preparation Document

YOUR SHERPAS

A marketing consultant with 10+ years of experience building and scaling websites. Sold 2 businesses, including his SEO agency WEBRIS. Currently owns and operates a portfolio of online businesses.

  • RYAN STEWART
    Co-Founder, The Blueprint Training

THE GOLD STANDARD
FOR SEO TRAININGS

Over 3,000 SEO professionals have implemented the processes laid out in this training. It has quickly become the go-to manual for agencies to build profitable teams in house. But you don’t have to take our word for it. Our students are happy to share the results they’ve seen since using The Blueprint.

  • Dimitry Morgan

    Lancelot Media Inc

    Get The
    Onboarding System

    FREE LIMITED TIME

    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

    BENCHMARKING REPORT
    STUDENT REVIEWS

    5.00

    (4)
    5 STARS
    4
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    4 STARS
    0
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    2 STARS
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    1 STARS
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    Stephanie Canton

    This was super helpful for our agency. We've always been able to generate new business, but we've had major issues with churn and clients breaking agreements. After going through this training we realized it was because we weren't properly onboarding clients. A HUGE thank you to David and Ryan for putting together this amazing [free] resource.

    Vincent Credenzo

    Hey guys - you should charge for this.

    Ryan Jacobs

    Another banger from Ryan and David. Tremendous free resource for any agency out there.

    Pamela Ponce

    What else could you ask for from a free training? You guys should really be charging for this!!!