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.








[HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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onboarding checklist
here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠





[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought
to you by DOT and Company-- the world's best and only team of
client account managers for digital marketing agencies. Whether
you're a virtual assistant, an agency owner, or a client-facing
account manager, we all deal with clients. Lucky for you. client
management is what we do best. On the happy client's podcast, we
won't shy away from the ups and downs of managing clients in the
agency world, but we'll be right there alongside you to learn
together and share the real juicy stuff we'll undoubtedly face
when it comes to client management. Now, let's dig in, chat CAM
life and have some fun along the way.





Cheers, to happy clients!