How to Onboard Clients for Your Automation Agency In 41 Minutes (No BS)

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SUMMARY ⤵️
My simple roadmap to onboarding automation clients. No magic here—just a straightforward process that minimizes buyers remorse, sets strong client expectations, and helps inoculate you against logistical BS.

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[nicksaraev]

My new step-by-step program to get you your first automation customer is now live!

Results guaranteed. Apply fast: skool.com/makerschool/about. Price increases every 10 members 🙏😤

[jordanz]

Just done with my first client, this video helped me reflected and I see where I can improve .. very very helpful! Thanks for sharing the sauce Nike!

[livingworkingoutsidebox]

One of the best explanation and breakdown of setting up a solid onboarding system. 💪👍🤯

[santi-leoni]

12/10 video. Fools-proof guide on how to nail client relationships. Always delivering value. Thanks 🙌🏼🙏🏼

[harun.kinali]

Nick you are amazing!
I'm super grateful to you for sharing so much useful information and just being you!

[thekhanseo]

Awesome man, nick you really crushed on that topic of on-boarding, i think i don't need to watch any other video again, thank you mate,

[apexwebservices]

Just going to leave a huge thank you right now, I haven't even watched this yet, but I'm looking forward to it!! 😍

[davideylerYT]

This is something I think about everyday - thanks for the clear guidance as always.

[SouhailEntertainment]

00:00:00 - Introduction and Overview
00:00:23 - No Gatekeeping: Full Transparency
00:00:46 - The Three Big Problems Onboarding Solves
00:01:40 - Understanding the Problem Space
00:02:01 - Problem 1: Buyer Remorse
00:02:26 - Sales Perspective on Onboarding
00:03:20 - Turning Buyer Remorse into Buyer Gratitude
00:04:09 - Problem 2: Client Expectations
00:05:18 - Client Expectations in Automation
00:05:48 - The Paradox of Client Expectations
00:06:16 - The Importance of Framing Expectations
00:07:30 - Setting Communication and Timeline Expectations
00:08:22 - Problem 3: Logistics
00:08:45 - Handling Credentials and Subscription Plans
00:09:06 - Minimizing Friction and Ensuring Professionalism
00:09:31 - Solutions to the Three Big Problems
00:09:58 - Solution 1: Transactional Alerts
00:11:05 - Solution 2: Expressing Gratitude
00:13:31 - Solution 3: Perception of Progress
00:15:57 - Building Simple Systems for Onboarding
00:17:29 - Automating the Thank You and Welcome Emails
00:21:29 - Setting Delays and Sequences in Automation
00:24:22 - Client Expectations: Communication and Timeline
00:26:46 - Client Expectations: Setting a Generous Timeline
00:28:22 - Examples of Setting a Timeline
00:29:29 - Defining the Win Condition
00:32:04 - Handling Logistics: Itemizing Platforms and Onboarding Calls
00:34:27 - Dealing with Two-Factor Authentication
00:35:10 - Onboarding Call Template
00:37:03 - Explaining the Schedule of the Call
00:38:42 - Final Thoughts on Onboarding
00:39:28 - Onboarding with a Small Team
00:40:13 - Improving Your Reputation through Onboarding
00:41:00 - Conclusion and Additional Resources

[cocreatorsgroup]

Nick you are the best. Love your content

[LeChaimWine]

Thanks Nick for sharing your journey - this is super helpful!

[koalrobson]

Great video! How do you handle an API like GPT? Are you having them sign up for their own account in and paying for tokens or are you using your own?

[mouradhimmi]

Amazing Nick, You're a gold mine of good content and useful/ready to deploy informations. I've took your upwork proposal builder and enhance it with a conditional prompting using AI and it works amazing

[nandeesh]

sir pls use time stamps also in ur videos it will help us viewers a lot

[TheIshkrish]

Brother that is really great content! I appreciate the transparency in the process development.

[SpDski]

Incredible Video! Thank you for this! I just have one quick question. When you have multiple clients with bigger projects, do you create a new Chrome Profile for example to stay signed in on every platform? Because sometimes 2FA is still triggered after some time and I would need to contact my client again. I can imagine having a lot of chrome profiles is not really the solution and I am looking for a better one. Thank you🙏

[michaellerch]

38:20 once you pop you can't stop

[imtiaazsyed]

Hey @nicksaraev great content. Can i ask what do you use to record your videos and how do you switch from screen share to camera face view? Thanks in advance and great content.

[SaadBelcaid]

Leaving a high ROI comment for my best friend

[hammadyounas]

Can you make a Extract text from uploaded documents. And ChatGPT help for extracting information.
Basically my aim to Help the hiring team to shortlist the candidate.