Part One / Introduction
Client Acquisition & On-Boarding

Welcome to part one! In this first series of videos, I’m going to walk you through our client acquisition and on-boarding system. This framework will teach you how to take a lead to a signed client and scale your agency beyond.

Part One / Topic One
Identify Your Expertise & Ideal Client

Identifying your specific expertise and who your ideal client is will help you market your services and scale your agency.

Part One / Topic Two
Client Offers & Packages

Once you have identified your ideal client, you’ll curate service offers and packages that they can choose from.

Part One / Topic Three
Attracting Leads

Once you have your ideal client and packages in structured, you need to figure out how you’ll attract leads to your agency.

Part One / Topic Four
Communicating With Leads

Since you have identified your ideal client, curated offers and packages, and have an online presence, you need a strategy in place for communicating with inbound leads.

Part One / Topic Five
Introduction Call

A lead introduction call will provide you with the necessary time needed to learn about a lead’s business wants and needs.

Part One / Topic Six
The Proposal

You’ve made it through your introduction call and the business seems like a good fit for your services. Time to curate a proposal!

Part One / Topic Seven
New Client Start

The lead has accepted the terms to your proposal and is now a client! It’s time to start the on-boarding process.

Part One / Topic Eight
Discovery Questionnaire

After the client received their New Client Welcome Packet and signed the contract, they will complete the Discovery Questionnaire.

Part One / Topic Nine
Establishment Phase

After the client submits the questionnaire, we start what my agency calls the Establishment Phase.

Part One / Topic Ten
Client Management Board

The Client Management Board is where we manage our clients internally. It allows us to organize their assets and manage an organized workflow, so we don’t miss any upcoming tasks.

Part One / Topic Eleven
Client Communication & Follow-Up

Client communication is important because it maintains trust between you and the client. Maintaining a communication schedule that the client can expect will help fuel this and show them that you’re on top of their account.