Clone Yourself Client Onboarding $197
3X Your Client Lifetime Value in One Simple Step! Automate Your Client Onboarding. Now 65% Off for a Limited Time!
- Client Briefing Process: Where all the communication between sales, account managers and production states clearly what the client is getting and their goals.
- Communication Guidelines - So clients know when, how and to whom they need to communicate with on the team.
- The Intake System - Repeatable and effective so you never have to go back and ask for assets while you're busy trying to produce results.
- Clear Client Roadmaps - Create a workflow prior, during and after your client kick off that delivers clear results.
CLIENT ONBOARDING IS THE MOST OVERLOOKED PART OF ANY AGENCY PROCESS...
And the problem is... it creates more issues and more headaches than anything else.
Poor client onboarding is where profits and happy clients go to die!
- Unclear boundaries between you and your clients (you know... the 2am texts, the demanding metrics they already have access to, asking you every 5 minutes for links, etc.)
- Scope creep or that moment your client tries to just slip in a few extra deliverables because you know, "you're already gonna be in there.."
- A clogged up production pipeline that just doesn't EVER seem to get any better...
- Leaving you feeling like you NEVER quite have everything under control...
And quite frankly I'd need another two pages to keep listing out all the bottle necks a bad client onboarding process creates you and your employees.
So if your client onboarding is SO IMPORTANT why is it overlooked or forgotten all together by so many agencies?
Well it's because....
RUNNING AN AGENCY IS HARD ENOUGH.
Once you've secured the client (which is it's own painstaking process) you have to begin delivering which has it's own bottlenecks...
- Making sure your client gives you all of the assets you need to get the job done on time...
- Coordinating your team based on the assets you DO have and the work that CAN get done...
- Clients just fall off the face of the earth (and then come back yelling when progress is slow)
- Leaving you drained 24/7 and the team overwhelmed and frustrated...
Once you've completed the sales process and you're already working on the project, the clients supposed to be the easy part right..? WRONG
So so soooo wrong. Without an air tight client onboarding strategy your client can and WILL throw sticks in the gears of each and every one of your processes!
SO WHAT DOES AN AIRTIGHT CUSTOMER ONBOARDING PROCESS LOOK LIKE?
You close the client,
You hand off the client to someone on your team...
They gather all the information to make them and you (and your team) and the client successful...
All the expectations are laid out, the client communicates in a way that is respectful, relevant and timely...
All your deadlines are being met and the client understand what their “work” is...
You are completing projects or launching on time...
Your profitability is exactly where it needs to be and no one feels drained..
This is ALL possible, I've helped hundreds of agencies reach this level of autonomy over their systems.
And actually easier than you think when you have a few things in place.
"Big client management Gong, had my new account manager lead our first client reporting meeting!"
- Alan Howard
"Alex and I went away for 10+ days and we still have all our clients! "
- Brian Doochin
"Implemented a central of truth doc for sharing scope, status report and progress with the client, PM, and Sales"
- Kham Inthirath
So What Makes This Course Different…
What Exactly Is “Clone Yourself- Hiring & Onboarding”?
Clone Yourself is an agency training I created a couple years ago to help agency owners just like you develop well rounded systems and processes so they could:
Automate their agency growth…
Guarantee quality of results…
Keep track of the 10,000,000 moving pieces their agency monitors…
And most importantly, be able to step away at ANYTIME for ANY length of time and still watch MRR climb month after month. Hiring & Onboarding is a critical component with such limited information and resources that I’ve decided to break it out and offer it to you on it’s own and even give you 65% off what it would normally retail for.
Inside Clone yourself - Hiring & Onboarding you’ll receive:
- How and when to hire the right people: reviewing applications, interviewing, and figuring out who to hire can take time
- Retain excellent talent with training and development
- Be able to plug someone in at any moment
- Never leave the business vulnerable to someone bailing