How To Design The Perfect Client Onboarding System

You've successfully secured a new client for your agency, and now it's time to demonstrate why choosing your team was the optimal investment.

While obtaining their agreement is a significant milestone, your work doesn't end there. Beyond the paperwork, you must elevate the client onboarding process to reinforce trust in your agency. This involves transparently showcasing everything they can anticipate and guiding them through each step of the journey.

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▶️ I Book 50 Calls Per Month With This Simple Content Strategy

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► TIMESTAMPS
00:00 - Intro
00:51 - Onboarding
02:32 - Invoice
03:01 - Custom Welcome Email
03:50 - Personalized Welcome Video
04:30 - CRM
06:01 - Creation of Channel
06:16 - Onboarding Message
08:11 - First Call
09:06 - Things to Cover
10:26 - Send a recap of the call.
12:55 - Educate your clients.
15:00 - Presentation

#agency #onboarding #client

[mrolinks]

Good stuff as usual, I've been on the client side with so many agencies and I could imagine plenty of them I would have stayed with longer had they an onboarding process like this.

[thecpadude]

this is great stuff brother, going to add this to my tax firm

[muchlovepodcast]

Top notch video. So good I made a new channel playlist so I can share content like this on my page!

[hassaantahir]

good video!!
Can you please create a video/guide or just guide on how to get clients for web design/Dev in 2024. There are many videos out there but most of them are very generic with little to no help.
You can take a persona,
Anna is a full stack developer and designer. She is stuck in a bad full time job and now wanna start her own business. She is proficient in making good quality Websites and Mobiles apps.
se has filtered some insta/Fb pages that are selling sports equipment. The pages have a good following but they have no website and they are managing everything manually.
She has short listed her 1st ever potential client. Now
how will she approach him?
How will she persuade him that he needs a website etc?
How will she onboard him?
How will she divide the payment like how much upfront and how much after the delivery.
Most importantly how will she set the pricing (For Designing, dev and Testing she can also bundle up mobile app with website in an offer)
as this will be ecom store and because she doesn't have any idea on what the markets rates are and this is her 1st ever client?
How will she manage him and finally the payment?

Reply will be highly appreciated.
Thanks in advance 🎉