How to Onboard Agency Clients (Use This Now)

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Apply for 1-1 coaching and get my systems to scale to $10k/month:

Onboarding your clients is super important. I give you my 6-7 Onboarding SOP and infrastructure that'll allow you to be professional and retain clients. As you scale, you'll need to implement the client hub on Notion so you can maintain quality assurance and help your clients better. P.s. Message me on Instagram for the onboarding email template!

Timecodes

0:00 - Introduction
0:20 - Importance of first 24 hours
1:27 - Overview Of Onboarding SOP
2:17 - Professional Welcome Email
4:17 - Using Forms, Zapier and Notion
6:47 - Kickoff/Starter Call
11:49 - Conclusion

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You can charge more just by saying good morning. Charlie, you are a genius!😂

AlphaWhaleLoveCryptoYum
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Which one of the links in the description is to your program?

AlphaWhaleLoveCryptoYum