[Top Agency Series] How to Create a Smooth Onboarding for Your Company with Gray MacKenzie of ZenPilot

Gray MacKenzie is the CEO of ZenPilot, an agency training business that gives digital agency teams the structure they need to grow quickly and sustainably. They've helped over 1,600 agencies over the past 10 years. ZenPilot enables agency transformations from chaos to clarity through a combination of hands-on consulting, analysis, community, training, pre-built assets, templates, and processes. They serve to accelerate and de-risk your agency’s journey towards growth.

Gray is also the Founder of GuavaBox, a company that helps B2B tech and SaaS companies build a better growth strategy by applying a proven process to the four pillars of growth: positioning, lead generation, sales, and pricing.

Your kickoff call can either create an efficient onboarding process or set off alarm bells in a client’s mind. One of the biggest onboarding mistakes your agency can make is mismanaging the kickoff call. How so? A common misstep is forgetting to restate expectations or misrepresenting them. 

You can misrepresent expectations when your sales promise does not align with the deliverables you state during your kickoff call. Such misalignment of expectations is one of the many onboarding roadblocks. What are the other onboarding frictions, and how do you smoothen them out?

Listen to this episode of the Inspired Insider Podcast with Dr. Jeremy Weisz featuring Gray MacKenzie, Founder of ZenPilot. They talk about productivity tools for agencies, how to create a smooth onboarding process, and how ZenPilot is helping agencies grow. Stay tuned to catch all the insights.