Seven Figure Agency Podcast with Josh Nelson How to Nail Your Agency Client Onboarding Process
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Aug 2, 2024 Discover the secrets to a successful client onboarding process! Learn how to create a memorable first impression within the first 24 hours. Effective communication and thoughtful gestures are key to making clients feel valued. Hear strategies for gathering information effortlessly and keeping consistent engagement. By enhancing your onboarding experience, you can foster long-term client relationships and ensure their loyalty.
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Early Experience Drives Retention
- The first 24 to 48 hours after client signup are critical for retention.
- Early client experience determines whether they stay long-term.
Welcome Clients With Impact
- Immediately engage clients with communication and appreciation after they sign up.
- Send a physical welcome basket and branded materials to impress and set expectations.
Simplify and Support Data Gathering
- Use multi-step capture forms for client details but assist clients personally.
- Assertively manage onboarding with calls and follow-up sequences to prevent delays.