Joshua NelsonSeven Figure Agency · Mentor / Coach at Seven Figure Agency

Don't underestimate the power of a check-in or update... | Seven Figure Agency

Name: Don't underestimate the power of a check-in or update... | Seven Figure Agency
Uploaded: 2024-08-06T17:08:16+00:00
Duration: 55 s
Channel: Joshua Nelson
Description: In this segment, the speaker outlines a systematic approach to agency client onboarding that emphasizes continuous, transparent communication through…

6 Aug 2024 · 1 min

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In this segment, the speaker outlines a systematic approach to agency client onboarding that emphasizes continuous, transparent communication through quick updates and automation. By regularly informing clients about the setup of analytics, keyword ranking reports, and call tracking, agencies demonstrate proactive management and build client confidence. The speaker also highlights the role of marketing automation in converting existing leads, creating quick wins that reinforce trust. This combination of visible progress, data-driven insights, and early successes cultivates a world‑class onboarding experience where clients feel excited about the vision, understand the value being delivered, and are more forgiving of inevitable delays, ultimately leading to stronger long‑term relationships.

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As you complete that task, you might as well set up within your process somebody on your team sends a quick message to the client, or an automation sends a message to the client. Hey, just FYI, we just set up your analytics, which is going to help us track really what's happening on the website. Hey, we just set up your keyword ranking report, which is going to help us see where you're ranking for the most important keywords. Hey, we just set up our— your call tracking, which is going to help us listen to the calls, track the true return on investment, right? If you communicated that throughout the day, throughout the week to the client, they're feeling like, wow, these guys are on top of the ball. Look at all the stuff that's getting done. And you've got some quick wins, man. Hey, this marketing automation stuff is helping me convert some of the deals that we already would have gotten anyways. That's how you create a world-class onboarding experience where clients are excited, they see the vision where things are headed, and they're much more likely to give you grace if there's something that goes wrong, if there's a little bit of a delay in the process and the results that are going to inevitably follow because you're providing world-class results for your clients.