Client onboarding · For marketing agencies
Most agencies have solved getting clients.
- Your time
- Under 30 minutes
- Kickoff
- Within 24 hours
- Install
- About 21 days
- Run by
- Us, for good
- Guarantee
- Run or refund
Getting them started is the part that still lands on the founder. The access chase, the kickoff that takes two weeks to book, the hours every new account eats before the work begins.
We run your onboarding forever, so clients get onboarded faster than you can sign them.
It's a system installed in your agency, run by us.
Not software you learn. Not a VA you manage.
You don't have a hands problem. You have a system problem. A VA is hands. I build the system.
Five things get installed. Four things keep running.
Nine steps02.A · The install
Map
We map your onboarding as it runs today: every step, every handoff, every wait.
Intake
Intake gets forced up front: no intake, no kickoff.
Workspace
The client workspace builds itself.
Kickoff
Kickoff schedules itself within 24 hours.
Exceptions
Anything unusual gets flagged to you. Everything else just runs.
02.B · Run for good
Chasing
The system chases what's missing, so you don't.
Run and monitor
We run it and monitor it.
Monthly report
You get a monthly report on every client that came through.
Your only job
Send the intake link.
Run or refund.
TermsThe guarantee is simple. Run or refund: your next client gets onboarded in under 30 minutes of your time with kickoff booked in 24 hours, or we fix it free. If it's not fixed in 60 days, you get the full install fee back. You keep the system and the process map either way.
This only works if onboarding is actually your bottleneck.
If you're signing fewer than two clients a month, if the pipeline is the problem, or if an ops manager already owns onboarding end to end, this isn't for you, and I'll tell you that on day one.
Book the call.
OnboardingIf this sounds like your bottleneck, book a call and I'll walk you through exactly what the install would look like in your agency.