90% of agencies' client onboarding experiences suck.
They leave the client confused, frustrated, and more likely to churn.
I've onboarded 300+ customers in the past 3 years at our agency.
Here's onboarding 101:
(bookmark this)
1. Automated email after signature + payment
- Congrats on signing up!
- Here's our onboarding form
Simple, but necessary.
2. Post-form fill
- Email with ALL relevant info they need for your engagement
- Create and trigger all workflows in your backend
- Give customer the time to schedule a call with CSM
*have their CSM reply to that email and give next steps again