Client Onboarding for Agencies
Build an Onboarding Machine. Bring More on Faster. Increase Revenue.
Ahh, the sweet, sweet smell of victory. You just closed that big-name client — time for a nice haircut and a vacation.
Hold up. Victory isn’t yours just yet. And you’ve still got some work to do.
Have you actually onboarded that client?
And have you onboarded them effectively?
If you don´t have an airtight onboarding process your client will be:
CONFUSED
CONFUSING
ANNOYED
ANNOYING
Let’s review the SCALE. Framework stages:
What’s SCALE.?
Our proprietary SCALE. framework is a systematic, proven process for helping agencies scale and agency owners delegate confidently.
The result?
A business that runs like a smooth and kick as$ 21st century machine. And you get more harmony in your work-life integration.
SCALE. See what’s happening
Client onboarding for agencies is a frequently overlooked but vital part of project management strategy. You need the right information to be successful.
An effective, customized client onboarding process from us will:
- Help you retain good clients you actually want to work with
- Set proper expectations on both ends of the deal
- Define success for your projects and deliverables
- Make new clients feel welcome and happy with their decision to work with you
This step in the process is like seeing your mise en place of client onboarding.
What ingredients do you have? Which ones do you need to make a gourmet client onboarding process that’s scalable and repeatable?
Next up, we take the ingredients you have and establish the baseline.
SCALE. Create a Baseline
This is the temp check. How’s it all going for you? Probably not good if you’re checking out this page.
Agency owners and project managers, do you keep running up against:
- You close clients, but you can’t seem to retain them
- Your projects keep getting out of scope and out of control
- Your clients don’t seem to know what it is you’re doing
- You’re not entirely sure what the client wants
- Expectations aren’t met, clients are mad, and workers confused
During the C stage of the SCALE. process, it’s all about that base ‘bout that baseline.
We pinpoint the process issues, benchmark where you are currently, and set a baseline. From here, we don’t have anywhere to go but up. Next, we take the good things you’re doing, optimize, and amplify.
SCALE. Amplify how you do it
You’ve seen commercial buildings continue to operate while undergoing renovations, right? We’ll do the same thing for your digital store.
It’s hop aboard the moving train here. We get it. Your business can’t just stop and it’s not going to.
We’ll take the best of what you’re doing right, add what you should be doing, and get you where you want to be while continuing operations and keeping that money tap open.
And once it’s open? It’s time for you to lead and delegate.
SCALE. Lead and delegate
Once you’ve got your client onboarding process benchmarked and amplified with the good stuff, it’s time to delegate and get your team on track.
Your employees will be so much more relaxed, happy, and productive. They’ll know what needs to be delivered and where they’re succeeding with your clients.
SCALE. Exit and oversee
Time to get the hell out of the way.
This is what you’ve always wanted as a business owner. A company that scales on autopilot without you needing to constantly roll up your sleeves and play the part of reluctant firefighter.
Finally, you can enjoy your business’s growth and fully live your life outside of hand holding clients.
How ScaleTime Helps Agencies Take Control of Client Onboarding
So, here’s the first part of the problem that agencies run into with client onboarding:
Sales promises aren’t aligned with what your team is trying to deliver.
The first part of how we help agencies with their client onboarding process is we make sure this doesn’t happen.
We’ll help you:
- Setup client meeting kickoffs to align sales promises with deliverables
- Define your goals and metrics for success
- Create, download, and optimize your client onboarding process
The result, smoother, more efficient processes and an agency that scales are waiting for you.
With an excellent, professional client onboarding process, you’ll retain more customers, banish the scope creep, and reach your business goals faster.
Get started today
Treat your clients like kings and queens, and they’ll keep coming back. Once you close the deal, you have to welcome and educate them with client onboarding.
Download our kick a$ client onboarding checklist.
You can’t scale chaos. If you’re in the weeds with your client onboarding, we’ll get you outta there with the tools, training, and collaboration you need.