Make Onboarding Clients a Piece of Cake 🍰
FREE ONBOARDING WORKFLOW FOR DIGITAL MARKETING AGENCIES
We see you. You’re mapping out sales funnels and whipping up copy for Facebook Ads like it’s your job (wait—it is your job!) But between creating campaigns and measuring analytics, it feels impossible to onboard your clients without dropping a ball (or two). That’s where we step in. We’ve onboarded more clients than we can count, so we tried, tested and re-tested our process to get it so just right, even Goldilocks would approve. And now we’re sharing it with you.
DOWNLOAD YOUR FREEBIE
Steal our foolproof client onboarding system
Whatever your project management platform of choice, we got you. Steal the workflow we use every day to onboard clients and import it into Asana, Monday.com, Trello or ClickUp. You can personalize it to your business and use it again and again… and again!
DOWNLOAD OUR FREE ONBOARDING WORKFLOW >>
WHAT YOU’LL GET
✅ Our proven system for onboarding multiple clients at the same time—without the headache
✅ Instructions for importing our onboarding workflow into Asana, Monday.com, Trello or ClickUp
✅ Detailed step-by-step instructions for each stage of the onboarding system
Testimonials from Agency Owners
"We've really streamlined our sales process and new client onboarding process. We've also started building out other systems and consistencies in our project management tool and best practices."
— Lydia Martinez, Agency Owner
"I am very impressed by this document! You put a lot of work into it and it will be very helpful for our web design agency. Bravo!"
— Fred Sune, Agency Owner
"With the help of [DOT], we built out our entire onboarding and optimization processes"
— Shannon Adee, Agency Owner
IS THIS YOU?
For Digital Marketing Agency Owners and Managers
If you run an agency, our onboarding system is for you. It’s the workflow you’ve been missing to simplify, streamline and automate client onboarding—no more clients falling through the cracks, no more angry emails and phone calls, and no more cancelled contracts thanks to a bad client experience.
OUR ONBOARDING WORKFLOW IS FOR YOU IF…
✅ You’re so busy running the business, onboarding clients just isn’t your priority
✅ Clients fall through the cracks because you’re focused on their project not them
✅ Clients are often checking in and asking you what their next steps are
✅ You want to be known for your client experience, but you don’t know where to start
✅ You want to scale the business, but you don’t know how you’d manage even more clients
Meet DOT & Co.
Client Account Managers for Agencies Like Yours
We’re DOT & Co., a fellow digital marketing agency turned Client Account Managers. In other words, we used to do what you do. And our favourite part of the job? Our clients. We actually liked nurturing our client relationships more than the campaigns—and, humble brag, we nurtured those relationships really well. So, now it’s all we do—and we’re here to share our secret sauce with you, starting with onboarding.
Are You Ready To Onboard With Ease?
No more clients falling through the cracks. Steal our proven client onboarding checklist to start onboarding clients (and scaling your business) with ease.