Steal Our Onboarding System: The Step-by-Step Process Behind Seamless Client Management
The Agency Owner’s Secret Weapon? A Knockout Client Onboarding Process
Well, hey there, friend. Pull up a chair and grab that oat milk latte, because this one’s a game-changer.
In this Onboarding Series of The Happy Clients Podcast, we’re pulling back the curtain on one of the most make-or-break pieces of agency client work: onboarding. Yep, that dreamy, red-carpet welcome moment where client relationships are either built to last (or left scrambling from the get-go).
You’ll hear the full audio from our CAM School onboarding module (our signature in-house training for client account managers), where we walk you through the exact steps we use at DOT & Co. to roll out the white-glove treatment every single time.
We’re diving into:
The six essential stages of onboarding clients into your marketing agency (from pre-work to “happy client” extras)
How to set rock-solid expectations and keep communication proactive (daily check-ins, anyone?)
Pro tips for hosting a standout kickoff call that leaves your client thinking, “Do they work with anyone else but me?”
Why onboarding isn’t just about project setup—it’s your secret weapon for scaling with sanity and retaining happy clients
So whether you’re your agency's account manager or forward this to your trusty right hand, this episode is jam-packed with checklists, scripts, and behind-the-scenes magic that makes client service feel effortless.
👉 Get access to the videos, checklists and more here
👉 Then hit play and let's talk about turning your onboarding process into the most profitable system in your agency.
Cheers to onboarding that actually works—and clients that stick around to rave about it.