How to Streamline Client Onboarding for your agency
This is our no BS approach to quickly onboarding new clients and ensuring we get everything we need from the start. And this process can be adapted to any service offering!
I'll run you through the set up and show you how it works and why we do it this way in our agency.
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00:00 Introduction to the Onboarding Process
00:27 Salesperson's Role Post-Sale
01:49 Automation and Form Handling
02:54 Client Communication and Booking
03:56 Preparing for the Onboarding Call
05:25 Conducting the Onboarding Call
06:14 Final Thoughts and Conclusion