Your step-by-step guide to onboarding agency clients (Checklist included!)
Landing new clients is key to growing your agency’s revenue. But having them sign on is just the first step.
Putting the right onboarding process in place can ensure those new clients become happy, long-term accounts that will contribute to your agency’s monthly recurring revenue for years to come.
What’s more, as your client list grows, it becomes increasingly important to have a system in place to make clients feel confident that they have made the right decision. This will ultimately help minimize churn.
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What you’ll learn:
Why a defined onboarding process is so critical in minimizing churn and increasing customer lifetime value
Mistakes to avoid for successful agency client onboarding
Step-by-step process to ace your client onboarding every time
Sample client onboarding process with Vendasta’s Business App
A downloadable checklist to improve your agency’s onboarding process
Full chapter list
| Executive note | 2 |
| Defining client onboarding | 4 |
| Mistakes to avoid for successful client onboarding | 9 |
| Steps to ace your client onboarding every time | 17 |
| Download your onboarding checklist | 27 |
| Sample client onboarding process with Business App | 28 |
