Client Onboarding Overview

Client Onboarding Overview

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God Tier Agency Scaling

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Please, Start Here 👈

  • Quick intro, please watch!
  • Feedback

Financial Planning

  • Introduction to the "Backwards Business Plan"
  • Working Through the Plan
  • Tracking Progress
  • The Backwards Business Plan Template File

Inbound Prospecting

  • Introduction to the Inbound Funnel
  • Framework, Ads & Audience
  • Landing Page, VSL & Calls

Outbound Prospecting

  • 1 - Outbound Prospecting Introduction
  • 2 - Prospecting Philosphy (Important)
  • 3 - List Building
  • 4.1 - Your Outreach Messaging
  • 4a - Results Based Email Template.pdf
  • 4.2 - Results Based Email
  • 4b - PPC Ad Lab Outreach Email.pdf
  • 4.3 - Market Report Outreach
  • 4c - Free Help Offer Email Prospecting Sequence.pdf
  • 4.4 - Another Example
  • 5.1 - Setting-up the Tech
  • 5.2 - The Email Warm-up
  • 5.3 - Importing Your Prospects
  • 5.4 - Creating & Sending Your Campaign
  • Cold Email Technical Sign-off.pdf
  • BONUS: PPC Ad Lab Step-by-Step

Sales Conversion

  • Introduction & Red Flags
  • Step-1 the Discovery & Audit
  • Step-2 the Review & Close
  • 100 Percent Close Rate Script
  • 2-page Agreement Template

Onboarding

  • Client Onboarding Overview
  • Part 1: Asana Import
  • Asana Customisations
  • Client Onboarding Checklist - Asana.csv
  • Part 1: ClickUp Import
  • Part 2: ClickUp Import
  • ClickUp Customisations

Client Retention

  • 100-day Communication Schedule
  • 6-Month Rentention Roadmap
  • Your ‘Sleep Well’ Guide to Performance Concerns