39. Lead Generation Client Onboarding Flow

We uncover our best-kept secrets on onboarding lead generation clients (don't tell anyone, but they might just be our fav). Check out the YouTube video of this podcast where we walk you through our exact lead generation briefing document + asana workflow.

These documents and flows have been curated through years of experience working with a multitude of lead gen clients. Trust us, we mean business. Like what you see (or heard?)— head on over to www.dotandcompany.co/checklist to grab our free Client Onboarding Checklist to help take clients off your to-do list.

Cheers, to happy clients!

[HELPFUL LINKS]

Want to grab our Lead Gen Onboarding Checklist? Download here.

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you, client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.