How to onboard clients like a pro
Signing a new client is exciting. But what happens next can make or break the relationship. Onboarding isnโt just about checking boxesโitโs about setting the stage for success. After 10+ years in the agency world, hereโs the exact process we use to keep things smooth, efficient, and stress-free. ๐ญ. ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ฒ ๐ฃ๐ฎ๐๐บ๐ฒ๐ป๐ ๐๐ถ๐ฟ๐๐ No payment, no work. Ghosting is real, and nothing derails an agency faster than unpaid work. Use GoHighLevel Payments, PayPal, or PayFunnels to streamline this step. ๐ฎ. ๐๐๐๐ผ๐บ๐ฎ๐๐ฒ ๐๐ผ๐ป๐๐ฟ๐ฎ๐ฐ๐๐ Speed matters. Use DocuSign or PandaDoc for contracts and automate the process with Zapier or Make so everything moves instantly after payment. ๐ฏ. ๐ฆ๐ฒ๐ป๐ฑ ๐ฎ ๐ฆ๐๐ฟ๐ผ๐ป๐ด ๐ช๐ฒ๐น๐ฐ๐ผ๐บ๐ฒ ๐๐บ๐ฎ๐ถ๐น Every client should get a structured welcome email. It should include: โ๏ธ A warm thank-you message โ๏ธ Links to SOPs (e.g., granting access to Facebook Business Manager) โ๏ธ A Calendly link to book their onboarding call ๐ฐ. ๐ฆ๐ฒ๐ ๐๐
๐ฝ๐ฒ๐ฐ๐๐ฎ๐๐ถ๐ผ๐ป๐ ๐ถ๐ป ๐๐ต๐ฒ ๐ข๐ป๐ฏ๐ผ๐ฎ๐ฟ๐ฑ๐ถ๐ป๐ด ๐๐ฎ๐น๐น A 30-60 minute call that eliminates confusion from day one. โ๏ธ Walk through the process, timelines, and key milestones โ๏ธ Use Miro or a simple deck for clarity โ๏ธ Be ready for technical setup issuesโTeamViewer or AnyDesk can help ๐ฑ. ๐๐ถ๐ด๐ต-๐ง๐ผ๐๐ฐ๐ต ๐ฆ๐๐ฝ๐ฝ๐ผ๐ฟ๐ ๐ถ๐ป ๐ ๐ผ๐ป๐๐ต ๐ข๐ป๐ฒ First impressions matter. โ๏ธ Add clients to WhatsApp Business or Slack for quick communication โ๏ธ Ensure they feel supported, with fast responses and quick wins And donโt forget your teamโkeep everything organized with: โ๏ธ Slack & ClickUp for seamless workflow โ๏ธ Google Drive folders for easy access โ๏ธ Automated task creation after the onboarding call ๐๐ฒ๐ ๐ง๐ฎ๐ธ๐ฒ๐ฎ๐๐ฎ๐๐ ๐ณ๐ผ๐ฟ ๐ฎ ๐ฆ๐ฒ๐ฎ๐บ๐น๐ฒ๐๐ ๐ข๐ป๐ฏ๐ผ๐ฎ๐ฟ๐ฑ๐ถ๐ป๐ด ๐ฃ๐ฟ๐ผ๐ฐ๐ฒ๐๐: - Get payment upfrontโno exceptions - Automate repetitive steps like contracts and file creation - Set clear expectations so clients know whatโs next. - Centralize communication to avoid misalignment. - Focus on early wins to build trust fast. - A great onboarding process doesnโt just start a projectโit builds long-term partnerships.