New Client Onboarding Checklist Template That Cut Our Churn by 40%

Описание: Is your agency losing clients in the first 90 days? Your client onboarding process might be to blame. In this video, I reveal the exact client onboarding checklist and template that cut our agency's churn by 40%. I'll walk you through how to automate your client onboarding process, from the initial sale to the final handoff, ensuring a seamless experience for your new clients.
This new client onboarding checklist template is designed for marketing agencies, SMMAs, freelancers, and consultants who want to improve client retention and systemize their operations. We'll cover everything from the client onboarding questionnaire to the project management workflow that delivers quick wins and builds long-term trust.

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00:00 - The #1 Reason Agencies Lose New Clients
00:23 - The Simple System to Fix Your Client Onboarding Process
01:05 - Step 1: Automating the Sale & Billing
02:10 - Step 2: The Perfect Client Onboarding Form
02:50 - How to Integrate a Contract into Your Onboarding
03:18 - The New Client Onboarding Questionnaire (What to Ask)
05:40 - Handoff #1: From Sales to Your Operations Team
06:12 - Our Agency Client Onboarding Workflow (in Asana)
09:04 - The Onboarding Form Hold (Our Secret to Getting it Done)
11:31 - Handoff #2: Assigning the Project to Your Ops Team
14:23 - Step 3: The Client Onboarding Call Checklist
17:20 - Step 4: Creating the Client Strategy Plan
20:38 - Step 5: Delivering the First "Quick Win"
22:42 - How to Get Client Feedback & Set Expectations
23:40 - Scale Your Agency with a Systemized Onboarding Process