Ep 2: Why You Need To Take Client Onboarding More Seriously

🔑 Key Takeaways:

• Most agency owners are underestimating the importance of client onboarding.
• First impressions set the tone for the entire client relationship.
• Onboarding is where expectations, roles, responsibilities, and timelines must be clearly defined.
• If you don’t set expectations, clients will fill in the gaps with their own—often unrealistic—assumptions.
• A strong onboarding process builds momentum and trust early on.
• Don’t let onboarding delay visible progress—clients expect results, not just setup tasks.
• "Speed to value" is key: show traction and insights fast, even during onboarding.
• Pre-onboarding matters—clients should know what to expect before they sign.
• Use a visual roadmap to outline the onboarding process (week-by-week is best).
• Repeat key onboarding info multiple times—think “Rule of 7” for message retention.
• Sales and account management handoff must be smooth and intentional.
• Create continuity of care—even in growing teams—to maintain trust.
• Introduce a “blow-off valve” (i.e. sales or leadership check-ins) to catch issues clients won’t share with their account manager.
• Weekly check-ins are essential—book them at the kickoff call to avoid drop-offs.
• Be proactive at every stage: pre-sale, onboarding, and beyond.
• Look for early wins, even outside the scope—surprise and delight goes a long way.

🛠️ Tools or Concepts Mentioned:

• “Rule of 7” – marketing rule that people need to hear something multiple times before it sticks
• “Blow-off valve” – a check-in mechanism with someone outside the day-to-day to catch hidden client concerns
• Client onboarding roadmap – a week-by-week visual of what the client can expect
• “Speed to value” – getting visible results quickly to reinforce buying decisions

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Agency Uplift - Skool Group
Scale your agency. Frameworks from an owner who grew to 35+ team members and 10-fig clients.

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