Client onboarding advice for agencies from Karl Sakas
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Want to grow your agency? You need to upgrade your client onboarding process to handle the new business! See concrete tips based on my experience as an advisor to agency leaders on six continents.
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Client onboarding advice for agencies from Karl Sakas
- 1. Grow Your Agency Faster: Upgrade Your Client Onboarding Process Karl Sakas, Agency Advisor @KarlSakas #INBOUND17
- 2. Your Growth Goals @KarlSakas #INBOUND17 ● Same (or Shrink) ● Grow ● Grow 25%+ ● Grow 50%+ ● Grow 100%+
- 3. Agency Growth @KarlSakas #INBOUND17 = Upsells + New Clients
- 7. ● Less overwhelmed. ● More confident. ● Fewer fires. @KarlSakas #INBOUND17
- 8. How to Start… Not Yesterday @KarlSakas #INBOUND17
- 10. More Fun, More Profits: @KarlSakas #INBOUND17 Equal Partnership Starting Day 1
- 14. #2 Create & use a pre-kickoff survey. @KarlSakas #INBOUND17
- 16. #4 Assign roles: strategist, AM, PM, SMEs. @KarlSakas #INBOUND17
- 17. #5 Revise your process every 3-12 months. @KarlSakas #INBOUND17
- 18. @KarlSakas #INBOUND17 1. Create go/no-go list. 2. Use pre-kickoff survey. 3. Organize requests. 4. Assign roles. 5. Revise regularly. Equal Partnerships via Client Onboarding:
- 19. @KarlSakas #INBOUND17 Text INBOUND to 444999 or go to AgencyOnboarding.com Get the workbook and bonuses: