The PPC Mastery Podcast Advanced onboarding: the secret to next-level client results | Scaling with Bob EP2
Sep 2, 2025
Discover the power of asking the right questions before beginning client work, as it can transform audits into strategic goldmines. Learn how tailored choice reviews can enhance recommendations and drive better Google Ads results. Dive into the essentials of conducting comprehensive audits that align with client goals while avoiding common pitfalls. Uncover the value of collaboration and pre-audits in understanding unique client needs. Plus, get insights on effective communication strategies that elevate advertising success and client onboarding.
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Run A Choice Review Before Audits
- Do run a choice review session before auditing so you understand business context and prior decisions.
- Send tailored questions first, then use a live meeting for follow-ups to save time.
Send Questions Ahead Of The Call
- Prepare a tailored question document and send it to the client to complete before the meeting.
- Use the live session only for follow-ups to avoid running out of time.
Learning From A Checklist Mistake
- Early in his career Bob skipped context and presented checklist-based audits that often conflicted with clients' past choices.
- That experience taught him to always get context first to avoid embarrassing recommendations.