Agency Client Onboarding - A Full Walkthrough
Onboarding your clients is a make-or-break initial impression that will last the client's entire relationship with your agency, and is important to nail from the start.
In this video, I'm demonstrating how to onboard your clients efficiently from start to finish, in a way that isn't overwhelming.
Order Forms video: • How NOT To Do Self Service Billing As An A...
Try Wayfront free for 14 days (no credit card required): https://wayfront.com/
Follow Wayfront on our socials -
X — https://x.com/WayfrontHQ
LinkedIn — / wayfront
Facebook — / wayfronthq
Chapters:
0:00 - The standard agency flow
0:27 - The huge mistake many agencies make
0:42 - What you shouldn't do, and should do instead
1:18 - The client checkout experience
2:16 - The team's view of the information provided
2:43 - Setting up an Intake form on Wayfront (Formerly SPP.co)