Congrats! You’ve closed the deal and have a new client onboard. After wooing them, you now need to introduce them to the agency, the team and the way you work so that you can get started making magic with their project.
As a digital marketing reseller, we have condensed what we have seen successful 7-figure + agencies include in their onboarding SOPs for better results.Â
Automate Onboarding
Automation can streamline the onboarding process for a digital marketing agency, saving time and improving efficiency. Create a standardised onboarding process that will ensure that all new clients receive the same level of service and can be easily integrated into the agency’s systems.
Use a CRM software that is used to track all interactions with clients and automate tasks such as sending welcome emails and scheduling calls. Templates of commonly used documents such as contracts and proposals will also help you save time and ensure consistency across all clients.
Consider also offering self-service options to clients, where you provide them with access to an online portal where they can view project updates and communicate with their account manager. By automating the onboarding process, a digital marketing agency can save time, reduce errors, and provide a better overall experience for its clients.
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Make Sure The Ts Are Crossed And The Is Are DottedÂ
As part of your onboarding process, be sure that all of the legal paperwork, including contracts, has been signed. Perhaps also make it part of your onboarding process to begin work only once a deposit has been made or a specific form has been filled in that provides you with the details you need for the project.Â
Have A Meeting
Not only is this the most effective way to set expectations, but it also makes your client feel much more valued. By doing this, you will build a more personal relationship with them, which helps to improve retention. Use a CRM platform or Excel to give them project updates and for the approval process.Â
When you fine-tune your onboarding process so that it runs smoothly and professionally, you will impress clients, improve your briefs, and ultimately pave the way toward better results! Once you’ve set the stage, outsource copywriting services and the rest of the heavy lifting to our expert white label team. We’ll ensure that your client’s projects are completed quickly and affordably while also guaranteeing quality outcomes.
