Nate Tilley walks through the first step of client onboarding: a five-minute welcome call placed within 24 hours after someone fills out your form. Skip the script. Instead, introduce your team, sketch out a rough strategy, and actually connect with the person on the other end.
Questions this video answers
Most cases within 24 hours.
Five minutes.
A client success manager or account manager (or similar team member).
Chapters
After that happens, closer sells the package and everything like that. Onboards them or we get them to fill out the onboarding form. That's the first step in the process. Then we do the five minute welcome call that's going to be done by a client, success manager or account manager in Most cases within 24 hours. Team touches base on rough strategy overview and offer the welcome call. It should be like just rapport building and connection and just really friendly. So here's an example of what you don't want to do. Ring, ring. Hello, Mr. Client, this is Nate with the shift social. I'm just calling because I need you to get into into the Slack channel and I want to onboard you and get your ads running right away. So sir, can you just stop what you're doing and totally unscript it? No framework, random. You don't want to do that. You don't want to call and just be, you know, all professional, all business, all me, me, me. That's not the way you want to run this call. The way you run this call is real smooth like this. You're going to call them and you're going to be like, hey, what's up, Mr. Client, this is Nate at the shift social. How you doing today? Am I catching you at a good time? Yeah, yeah, I'm doing good, thanks for asking.
