Happier Clients, Higher Profits
Thursday, March 23, 2017
Duration: 1 Hour
Why You Need to Formalize the Client Onboarding Process at Your Agency
Onboarding can make or break your client relationships, yet many agencies lack a formal — or even an informal — process for it.
Digital agency expert Karl Sakas, President of Sakas and Company, offers real world examples of onboarding success and failure, and gives you tips on developing or upgrading your agency’s program.
- How onboarding drives profitability, client (& team!) satisfaction
- The ‘magic question’ you need to ask often
- Introducing new tech during onboarding - including marketing automation
Agency Consultant - Sakas & Company
Karl Sakas (@KarlSakas) is an "agency process geek" who helps agency leaders solve their biggest business problems. He's advised agencies on six continents about operations, strategy, and leadership. An international speaker, Karl is the author of Made to Lead, The In-Demand Marketing Agency, and 200+ articles on agency management.
As Usability Manager, Bryan is responsible for creating content to help users get the most out of SharpSpring. This includes maintaining the support forum and creating instructional “how to” videos. Working in collaboration with Marketing, Support, and Development, Bryan helps create an exemplary experience for every user.